Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Walton Christian is a financial advisor with over 25 years of experience in the industry. Marvin has a wide range of experience in the financial services industry. Marvin is currently registered with SVB Wealth and has previously been registered with SVB Investment Services Inc., Wachovia Securities, LLC, Oakdale Financial Group LLC, Andover Brokerage, L.L.C., and Goldman, Sachs & Co.. Marvin is licensed in Georgia, and other states. Marvin holds the Series 3, 7, 55, 63, and 66 securities licenses. Marvin specializes in financial planning, portfolio management for businesses and individuals, and other wealth management services.
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.
Planned giving, family office, wealth planning
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.
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2
GA
03/08/2022 - Present
SVB Wealth (Atlanta GA)
GA
06/15/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Atlanta GA)
MO
11/20/2003 - 02/26/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/17/2003 - 11/19/2003
OAKDALE FINANCIAL GROUP LLC (NEW YORK NY)
NY
08/14/2002 - 02/18/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
11/04/1997 - 12/06/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 08/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/08/1997
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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