Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Everett McWright is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since January 30, 2022. Marvin is registered with the state securities authorities of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, and West Virginia. Marvin is also registered as an investment advisor representative in the District of Columbia and Texas. Marvin passed the Series 66, Series 7TO and SIE exams. Marvin has experience in working with individuals, businesses, corporations, investment companies, charitable organizations, insurance companies, pension and profit sharing plans, and state and municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
DC
05/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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