Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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