Experience

Marvel Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Aug 2019 - Present

  Brevard County, Florida, United States Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the… Show more Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



LPL Financial

• Financial Services

• Financial Advisor

  • Jan 2016 - Aug 2019

  Palm Bay, Florida, United States



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker 2 / Brokerage Associate

  • Apr 2013 - Dec 2015

• Personal Banker/ Brokerage Associate

  • Jun 2011 - Apr 2013

  •Process all new account transactions, assisting customers in their selection of various accounts and financial services. •Cross-sell the bank's products and services, including insurance and investment products. •Open, maintain and close all account types as officer of bank. •Perform store's clerical and intermediate duties, supporting operational activities and financial services. •Promote, advertise, and market business for the bank.

• Teller

  • Nov 2010 - Jun 2011

  Refer new customer bank accounts. • Ordered customers bankcards and checks. •Processed cash deposits and withdrawals. • Answered customer inquiries via phone and at front counter of bank. • Received and verified loan and mortgage payments.