Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Charette is an investment advisor representative for TD Private Client Wealth LLC. Marc has over 18 years of experience in the financial services industry. Marc is registered in California, Connecticut, Florida, New Jersey, New York, and Virginia. Marc holds the Series 6, 7, and 66 licenses. Marc is also licensed as a registered representative for TD Private Client Wealth LLC. Marc specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Marc's clients include individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing 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.
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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2
CT
05/23/2024 - Present
TD Private Client Wealth LLC (HARTFORD CT)
CT
09/17/2021 - 09/06/2023
CHARLES SCHWAB & CO., INC. (West Hartford CT)
CT
06/06/2018 - 09/10/2021
PFS INVESTMENTS INC. (ROCKY HILL CT)
CT
01/31/2014 - 04/05/2018
INFINEX INVESTMENTS, INC. (SOUTHINGTON CT)
CT
07/25/2013 - 11/20/2013
HARVEST CAPITAL LLC (WETHERSFIELD CT)
CT
09/14/2011 - 03/14/2012
LPL FINANCIAL LLC (AVON CT)
CT
10/23/2009 - 08/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
06/12/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HARTFORD CT)
CT
04/26/2006 - 05/18/2006
IFMG SECURITIES, INC. (FARMINGTON CT)
CT
01/09/2003 - 02/14/2006
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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