Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Adam Wheeler is a financial advisor who has been in the industry since 2012. Marc Wheeler is registered with Centaurus Financial, Inc. and is licensed to sell securities in 19 states, including Colorado, California and Florida. Marc Adam Wheeler has passed the Series 6, 62, 63 and 65 exams as well as the Securities Industry Essentials Exam. Marc Adam Wheeler also holds other business positions, including a marketing director position at Charter Financial Resources LLC, and a service technician position at The Guy Next Door HVAC.
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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2
CO
01/07/2022 - Present
Centaurus Financial, Inc. (HIGHLANDS RANCH CO)
BC
Issued 03/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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