Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc A. Click is a financial advisor with over 19 years of experience in the industry. Marc currently works at J.p. Morgan Securities LLC in Louisville, KY. Previously, Marc worked at a number of firms including ADP Broker-Dealer, Inc., PRUCO Securities, LLC., and ELE Wealth Advisors, Inc.. Marc has a strong track record of success in providing financial advice to individuals, families, and businesses. Marc is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
KY
12/12/2023 - Present
J.p. Morgan Securities LLC (LOUISVILLE KY)
KY
03/27/2023 - 10/17/2023
ADP BROKER-DEALER, INC. (LOUISVILLE KY)
KY
03/16/2022 - 01/30/2023
PRUCO SECURITIES, LLC. (LOUISVILLE KY)
KY
09/07/2018 - 04/20/2020
PRUCO SECURITIES, LLC. (LOUISVILLE KY)
MI
05/03/2018 - 09/05/2018
ELE WEALTH ADVISORS, INC. (SOUTHFIELD MI)
KY
08/24/2016 - 12/20/2017
CFD INVESTMENTS, INC. (Louisville KY)
KY
06/26/2015 - 08/08/2016
IFS SECURITIES (Louisville KY)
KY
11/25/2014 - 06/17/2015
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (Louisville KY)
KY
08/26/2013 - 12/01/2014
GIRARD SECURITIES, INC. (LOUISVILLE KY)
KY
07/08/2009 - 09/04/2013
PARK AVENUE SECURITIES LLC (LOUISVILLE KY)
KY
02/27/2008 - 02/11/2009
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
04/18/2006 - 03/27/2008
FFP SECURITIES, INC. (LOUISVILLE KY)
KY
02/08/2006 - 05/02/2006
METLIFE SECURITIES INC. (LOUISVILLE KY)
KY
02/08/2006 - 05/02/2006
METROPOLITAN LIFE INSURANCE COMPANY (LOUISVILLE KY)
SC
12/08/2004 - 02/03/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
03/04/2004 - 11/02/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IL
10/28/2003 - 03/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
04/16/2001 - 10/02/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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