Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Mallindine Wagner is an investment advisor representative with Assembly Wealth. Molly is registered with the state of California and has been in the industry since September 2013. Molly is also licensed with the state of Washington and has a Series 65 and SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
07/15/2022 - Present
Assembly Wealth (MILL VALLEY CA)
IA
Issued 11/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Molly Wagner is the right advisor for you? Invested Better is here to help.
