Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Andrew Marlar is a financial professional with over 7 years of experience in the financial services industry. William is currently registered with Vanguard Marketing Corp. William has experience working with a number of firms including PRUCO SECURITIES, LLC., USAA FINANCIAL ADVISORS, INC., and CHARLES SCHWAB & CO., INC. William holds a Series 63 and Series 66 license. William also holds a Series 7 and SIE license. William is registered in 53 states and is actively seeking new clients.
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.
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.
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2
AZ
07/28/2022 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
02/11/2021 - 05/07/2021
PRUCO SECURITIES, LLC. (PHOENIX AZ)
AZ
08/10/2016 - 09/30/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
01/18/2012 - 12/04/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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