Charlie Marks

Chief Executive Officer at

Marks Wealth LLC

Finance

Consumer Services

Profile

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.

Charlie Marks active positions

Companies	Position	Start
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.	Chief Executive Officer	01/09/2020

All active positions of Charlie Marks

Former positions of Charlie Marks

Companies	Position	End
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

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Linked companies

Private companies	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