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Marvin Lee Faison

Osaic Wealth, Inc.

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About Marvin Lee Faison

Marvin Faison has been working in the financial services industry since August 6, 1991. Marvin is currently registered with Osaic Wealth, Inc. and holds the Series 7, Series 63, and SIE licenses. Marvin has previously been registered with Securities America, Inc., Next Financial Group, Inc., Investors Security Company, Inc., Chubb Securities Corporation, Anderson & Strudwick, Incorporated and Kidder, Peabody & Co. Incorporated. Marvin specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.

Firm Information

Marvin Faison is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marvin Faison’s Registration & Firm History

VA

06/14/2024 - Present

Osaic Wealth, Inc. (CHESTER VA)

VA

08/25/2017 - 06/14/2024

SECURITIES AMERICA, INC. (CHESTER VA)

VA

06/05/2013 - 09/01/2017

NEXT FINANCIAL GROUP, INC. (CHESTER VA)

VA

12/07/2012 - 06/10/2013

SECURITIES AMERICA, INC. (CHESTER VA)

VA

10/04/1996 - 12/07/2012

INVESTORS SECURITY COMPANY, INC. (CHESTER VA)

IN

08/15/1994 - 09/20/1996

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

VA

06/28/1993 - 06/06/1994

ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)

NY

08/22/1989 - 10/03/1991

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marvin Lee Faison. Review regulatory record here.
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