Unclaimed Profile

Desiree Marvel Sii

SAGEPOINT FINANCIAL, INC.·PHOENIX, Arizona

SAGEPOINT FINANCIAL, INC.

20 E. THOMAS ROAD, PHOENIX, AZ 85012CRD# 4269179Firm CRD# 133763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Desiree Marvel Sii · PHOENIX, AZ

Registration

CRD #4269179 · SAGEPOINT FINANCIAL, INC.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Desiree Marvel Sii is a registered financial advisor based in PHOENIX, Arizona, affiliated with SAGEPOINT FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SAGEPOINT FINANCIAL, INC.

AUM

$16.5B

Regulatory assets under management

Employees

3563

Total firm employees

View all advisors at SAGEPOINT FINANCIAL, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4269179

Firm CRD# 133763

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Desiree Marvel Sii offer?

Desiree Marvel Sii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Desiree Marvel Sii's credentials?

Desiree Marvel Sii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Desiree Marvel Sii located?

Desiree Marvel Sii is based in PHOENIX, Arizona, working with SAGEPOINT FINANCIAL, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Desiree Marvel Sii charge for services?

Desiree Marvel Sii's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGEPOINT FINANCIAL, INC.?

SAGEPOINT FINANCIAL, INC. has approximately 3563 employees and manages $16.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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