Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vannessa? Claim Your ProfileVannessa Quinn Marley is a registered investment advisor representative with Level Four Advisory Services in Dallas, TX. Vannessa has been in the financial services industry since 2016 and has a broad range of experience working with both individuals and businesses. Vannessa Quinn Marley has held prior positions with LPL FINANCIAL LLC, HD VEST INVESTMENT SERVICES, NYLIFE SECURITIES LLC, and SANTANDER SECURITIES LLC. Vannessa Quinn Marley's focus is on helping clients achieve their financial goals through a combination of financial planning, portfolio management, and investment advice. Vannessa Quinn Marley is committed to providing her clients with the highest level of personalized service.
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
1
2
TX
09/08/2021 - Present
Level Four Advisory Services (DALLAS TX)
TX
09/21/2020 - 09/11/2021
LPL FINANCIAL LLC (MCKINNEY TX)
TX
07/27/2018 - 07/22/2019
HD VEST INVESTMENT SERVICES (Irving TX)
TX
10/12/2016 - 07/23/2018
NYLIFE SECURITIES LLC (DALLAS TX)
MA
02/05/2016 - 06/15/2016
SANTANDER SECURITIES LLC (SEEKONK MA)
BOTH
Issued 12/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vannessa Marley is the right advisor for you? Invested Better is here to help.
