Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Vance Marin is a registered representative with Osaic Wealth, Inc. in Scottsdale, Arizona. Norman has over 15 years of experience in the financial services industry. Norman specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Norman is also a registered representative with Sagepoint Financial, Inc., and has experience in securities and investments. Norman holds a Series 7, Series 6 and Series 63 license and is a graduate of the Securities Industry Essentials Examination.
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.
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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/26/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
10/17/2006 - 03/10/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 10/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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