Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Deaver is a financial professional with over 20 years of experience in the industry. Marvin is currently registered with USI Advisors as an Investment Advisor Representative (IAR) in Texas. Marvin has previously held positions with LPL Financial LLC, GWFS Equities, Inc., Putnam Retail Management Limited Partnership, Newport Group Securities, Inc., Diversified Investors Securities Corp. and ADP Broker-Dealer, Inc. Marvin has passed the Series 6, 63, 65, 26 and SIE examinations. Marvin has specializations in Retirement Planning, College Savings Plans and Estate Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
11/30/2022 - Present
USI Advisors (GLASTONBURY CT)
TX
02/13/2020 - 06/21/2021
LPL FINANCIAL LLC (DALLAS TX)
CO
01/02/2015 - 08/19/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
01/12/2010 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
FL
04/23/2009 - 12/31/2009
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
TX
11/21/2000 - 03/03/2009
DIVERSIFIED INVESTORS SECURITIES CORP. (IRVING TX)
NJ
04/29/1996 - 10/06/2000
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 05/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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