Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Blount is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Marc has been in the financial industry since April 20, 2000. Marc has experience providing financial advice to individuals and businesses. Marc holds the Series 63, Series 7, and SIE licenses. Marc is registered to provide securities-related services in 39 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NC
07/21/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
NC
06/29/2007 - 07/21/2011
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NC
10/08/2002 - 02/18/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
04/14/2000 - 09/30/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 04/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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