Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willem? Claim Your ProfileWillem Daniel Marx is a financial advisor with Wells Fargo Clearing Services, LLC, located in Sarasota, Florida. Willem has been in the financial services industry since 2007 and has experience providing financial advice to individuals and businesses. Willem is registered to provide investment advice in 34 states and holds the Series 6, 7, and 66 securities licenses. In addition to providing investment advice, Willem also provides financial planning and pension consulting services. Willem has a reputation for providing personalized and comprehensive financial advice.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/29/2023 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
FL
03/09/2007 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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