Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Schmeeckle is a financial advisor currently affiliated with Sageview Advisory Group, LLC. Marc is a registered investment advisor in Colorado. Marc has over 20 years of experience in the financial services industry. Marc has worked in the past for several firms including Cetera Advisor Networks LLC, Principal Securities, Inc., and AXA Advisors, LLC. Marc holds a Series 7, Series 24, and Series 66 license and has expertise in a variety of financial products and 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.
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.
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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CO
07/27/2021 - Present
Sageview Advisory Group, LLC (Louisville CO)
CA
07/29/2021 - 01/12/2024
CETERA ADVISOR NETWORKS LLC (NEWPORT BEACH CA)
CO
03/28/2005 - 07/27/2021
PRINCIPAL SECURITIES, INC. (DENVER CO)
NY
04/07/2003 - 03/07/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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