Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Frank is a registered representative with Loomis Sayles Distributors, LP, a firm that is based in Orinda, California. Marc has been in the financial industry since October 26, 2009. Marc holds the Series 63, Series 7, and SIE exams. Marc is currently registered in California.
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.
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.
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2
CA
12/08/2016 - Present
Loomis Sayles Distributors, LP (Orinda CA)
NY
07/19/2013 - 10/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/18/2009 - 07/11/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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