Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Verdi is a financial professional with over 10 years of experience in the industry. Marc is currently registered with Godsey & Gibb Wealth Management and has previously worked at MORGAN STANLEY SMITH BARNEY. Marc holds the Series 7, Series 31, and Series 66 licenses and is a Certified Financial Planner and a Personal Financial Specialist. Marc specializes in providing financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Financial planning fees, tax preparation fees
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VA
03/12/2014 - Present
Godsey & Gibb Wealth Management (RICHMOND VA)
VA
10/01/2009 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (RICHMOND VA)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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