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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Russell Woodall is a registered investment advisor representative with Level Four Advisory Services, with an office in Mobile, Alabama. Marvin has experience in the financial services industry since 1998, having previously been registered with GUARDIAN INVESTOR SERVICES CORPORATION. Marvin's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Marvin holds the Series 6, 63, and 65 licenses. Marvin is also a licensed insurance agent with Level Four Insurance Agency.
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.
Solicitor fees - portion of assets managed by other advisors
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2
AL
02/10/2023 - Present
Level Four Advisory Services (MOBILE AL)
NY
01/12/1998 - 12/23/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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