Marie Irene Klanang
Professional Summary
Marie Irene Klanang, who also goes by Marie I Van Wolvelear, was a registered financial advisor. Marie was a previously registered financial professional and started their career in finance 2000 - 2018. Marie had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 28 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marie I Van Wolvelear
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
SANSKAR ADVISORS, INC. | SANSKAR INVESTMENTS, INC | SANSKAR GLOBAL WEALTH ADVISORS, LLC
Contact Information
Main Address
53 Hudson Avenue Suite 231, Nyack, NY 10960Phone Number
(888) 726-7527# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
280AUM (Assets Under Management)
$47,859,970Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Nov 2000About the Series 22 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Sep 2007About the Series 28 examSeries 39 — Direct Participation Programs Principal Examination
Passed Nov 2001About the Series 39 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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