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Profil
Mr. Charles N.
Marks is a Chief Executive Officer & Managing Director at Marks Wealth LLC.
His team provides personalized investment advice for select Fortune 500 company employees, affluent families, corporate executives, and retirees.
Mr. Marks holds a Series 7 registration, Series 66 registration, and insurance license in addition to a Bachelor of Science in Finance and Marketing from Salisbury University, Perdue School of Business.
Postes actifs de Charlie Marks
| Sociétés | Poste | Début |
|---|---|---|
Marks Wealth LLC
 Marks Wealth LLC Investment ManagersFinance MWM makes investment decisions that support long-term portfolio growth while minimizing risk. Their strategies are centered on the client’s unique financial objectives, adjusting as necessary to protect their lifelong earnings. The firm prefers low-cost ETFs and index funds over individual stocks or mutual funds. | Directeur Général | 01/09/2020 |
Anciens postes connus de Charlie Marks
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 01/09/2020 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/09/2015 |
Formation de Charlie Marks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Salisbury State University
 Salisbury State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
Marks Wealth LLC
Marks Wealth LLC Investment ManagersFinance MWM makes investment decisions that support long-term portfolio growth while minimizing risk. Their strategies are centered on the client’s unique financial objectives, adjusting as necessary to protect their lifelong earnings. The firm prefers low-cost ETFs and index funds over individual stocks or mutual funds. | Finance |
