Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Bannos is an investment advisor representative with Equilus Group Inc., a firm that provides financial planning and portfolio management services. Marc has been in the financial services industry since 2015 and holds a Series 7, Series 63, Series 9, Series 10, Series 66, and Series 7TO license. Marc is also a registered investment advisor representative in Idaho, Illinois, Oregon, and Washington.
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.
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.
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WA
08/03/2021 - Present
Equilus Group Inc. (WENATCHEE WA)
WA
05/07/2019 - 06/03/2021
PRUCO SECURITIES, LLC. (BELLEVUE WA)
IL
11/10/2017 - 04/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IN
07/07/2015 - 06/06/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 05/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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