Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Neville is an investment advisor representative with Secure Asset Management, LLC, with over 35 years of experience in the financial services industry. Marc has been registered with the state of Michigan since 1986 and has been a registered investment advisor representative in Michigan since 1998. Marc is also registered as a broker-dealer in multiple states. Secure Asset Management, LLC is a financial services firm that specializes in providing investment advice to individuals and families. They have offices in Troy and Livonia, Michigan. Marc has a strong focus on building relationships with clients and providing personalized financial advice. He helps clients develop comprehensive financial plans, including investment strategies, retirement planning, and estate planning.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor for 3rd party money managers
1
2
MI
06/15/2022 - Present
Secure Asset Management, LLC (TROY MI)
MI
03/27/2018 - 10/22/2021
SCF SECURITIES, INC. (LIVONIA MI)
MI
11/13/1998 - 04/04/2018
LPL FINANCIAL LLC (LIVONIA MI)
MN
04/25/1986 - 11/18/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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