Marcus Heckman
Managing Director - Investments at Wells Fargo Advisors
- Role
- Managing Director - Investments at Wells Fargo Advisors
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Marcus Heckman
With a background in financial services, teaching, and education, I am dedicated to…
Experience
Managing Director - Investments
Jan 2023 — Present · Bartlesville, OK, US
Education
Independence High
High School Diploma
1990 — 1994
Friends University
Bachelor of Science
1998 — 2000
Kansas State University
Masters
2009 — 2012
Skills
- Financial Advisory
- Series 7
- Financial Planning
- Fixed-Income Strategies
- Retirement Savings
- Customer Service
- Financial Services
- Strategic Planning
- Portfolio Management
- Investment Planning
- Retirement Planning
- Wealth Preservation Planning
- Mutual Funds
- Wealth Management
- 401k Rollovers
- Tax-Efficient Strategies
- Investments
- Estate Investment Planning
- Insurance
- Finance
- Team Building
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