Unclaimed
Marc Adam Danchak is a financial advisor currently registered with LPL Financial LLC. Marc has been in the financial services industry since August 2019. Marc holds Series 7TO, SIE, and Series 66 licenses. Prior to joining LPL Financial LLC, Marc was employed by MML Investors Services, LLC. Marc is licensed to provide investment advice in all 50 states, Puerto Rico, and the Virgin Islands. Marc is also registered with the Financial Industry Regulatory Authority (FINRA). Marc's specializations include providing investment advice to individuals, families, businesses, and charitable organizations.
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.
1
2
FL
09/13/2024 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
08/07/2019 - 01/31/2022
MML INVESTORS SERVICES, LLC (ST. AUGUSTINE FL)
BOTH
Issued 11/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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