Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Clark is a financial advisor who has been in the industry since 2008. Marc is currently registered with Newedge Advisors, LLC. Marc holds a Series 7, Series 31 and SIE license. Marc is also registered with the following states: Alabama, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Mississippi, Missouri, Montana, New Jersey, Ohio, Oregon, Tennessee, Texas, Virginia, Washington, West Virginia and Wyoming. Marc has previously worked at Securities America, Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, and Salomon Smith Barney Inc. Marc has over 15 years of experience in the financial services industry.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
LA
10/25/2018 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
11/23/2016 - 10/25/2018
SECURITIES AMERICA, INC. (New Orleans LA)
LA
06/01/2009 - 11/21/2016
MORGAN STANLEY (NEW ORLEANS LA)
LA
07/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW ORLEANS LA)
NY
08/30/1999 - 11/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 08/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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