Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Cianciolo is an investment advisor representative with LPL Financial LLC. Marc has been in the financial services industry since 2017. Marc's primary office is in Waukesha, WI. He is licensed in 51 states and is registered with FINRA, the state of Wisconsin, and the state of Iowa. Marc has earned Series 7, 6, 63, and 66 licenses. Marc specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Marc is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/18/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
IA
12/13/2021 - 12/05/2022
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CA
01/21/2021 - 12/03/2021
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NE
10/30/2017 - 08/19/2019
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BOTH
Issued 03/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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