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Marc Anthony Haiar

Concorde Asset Management, LLC

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About Marc Anthony Haiar

Marc Haiar is a financial advisor with Concorde Asset Management, LLC. Marc has been in the financial services industry since 2001. Marc specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Marc is also registered as an investment advisor representative in Michigan and Nebraska.

Firm Information

Marc Haiar is currently registered with Concorde Asset Management, LLC. Concorde Asset Management, LLC is an investment advisory firm headquartered in Ann Arbor, MI. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. They manage approximately $395 million in assets for over 2,500 clients.
Concorde Asset Management, LLC

3909 RESEARCH PARK DRIVE

ANN ARBOR, MI 48108

$395.11M

Assets Under Management

1,327

Total Clients

78

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees from other advisors

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Marc Haiar’s Registration & Firm History

MI

11/23/2021 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

GA

04/15/2021 - 12/26/2021

KALOS CAPITAL, INC. (ALPHARETTA GA)

NE

07/06/2001 - 12/31/2020

SECURITIES AMERICA, INC. (Omaha NE)

NY

02/11/2019 - 12/12/2019

LADENBURG THALMANN & CO. INC. (New York NY)

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Licenses & Designations

BOTH

Issued 01/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2001

Series 4 - Registered Options Principal Examination

BC

Issued 08/29/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Anthony Haiar.
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