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Marc Baumel

Amundi Distributor US, Inc.

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About Marc Baumel

Marc Baumel is a registered representative with Amundi Distributor US, Inc. located in Boston, Massachusetts. Marc has over 10 years of experience in the financial services industry. Marc holds the Series 7 and Series 63 licenses. Marc has a broad background in investment management and financial planning. Marc previously worked for Columbia Management Investment Distributors, Inc., Eaton Vance Distributors, Inc., RBC Capital Markets, LLC, Ameriprise Financial Services, Inc. and Assent LLC. Marc is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Marc Baumel is currently registered with Amundi Distributor US, Inc.. Amundi Distributor US, Inc. is a corporation formed on March 2, 1989, and is registered in 53 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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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Marc Baumel’s Registration & Firm History

MA

11/15/2023 - Present

Amundi Distributor US, Inc. (BOSTON MA)

MN

12/01/2015 - 08/07/2018

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)

WA

06/05/2015 - 11/25/2015

EATON VANCE DISTRIBUTORS, INC. (SEATTLE WA)

MN

04/17/2012 - 04/25/2014

RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

MN

09/14/2009 - 08/23/2011

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

01/10/2006 - 09/11/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

IL

07/12/2004 - 12/10/2004

ASSENT LLC (BOLINGBROOK IL)

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Licenses & Designations

BC

Issued 12/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Baumel.
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