Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Castellani is a financial advisor with Aspiriant, LLC in Los Angeles, CA. Marc has been in the financial services industry since 1997. Marc's previous employers include J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, and J.P. Morgan Securities Inc. Marc holds the following licenses: Series 63, Series 66, Series 7 and SIE. Marc is a Certified Financial Planner and specializes in providing financial planning, investment management, and portfolio management for individuals, businesses, investment companies, and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
CA
10/26/2015 - Present
Aspiriant, LLC (Los Angeles CA)
CA
05/10/2012 - 02/18/2015
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
09/22/2010 - 06/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
06/25/2007 - 05/04/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/30/2004 - 06/22/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/01/2001 - 03/05/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/09/1997 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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