Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Kesner is a registered investment advisor representative with Fisher Investments in Plano, Texas. Marc has been in the financial services industry for over 20 years, with previous experience at TD Ameritrade, Scottrade, and Charles Schwab. Marc holds a Series 7, Series 31, Series 63, and Series 66 securities licenses. Marc specializes in providing portfolio management services to individuals, families, and institutional clients.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/14/2017 - Present
Fisher Investments (PLANO TX)
TX
08/31/2016 - 11/14/2017
SCOTTRADE, INC. (DALLAS TX)
TX
07/09/2009 - 09/07/2016
TD AMERITRADE, INC. (DALLAS TX)
TX
01/31/2008 - 06/22/2009
CHARLES SCHWAB & CO., INC. (DALLAS TX)
TX
06/07/2005 - 01/23/2008
TD AMERITRADE, INC. (DALLAS TX)
TN
10/01/2002 - 04/02/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
08/30/2001 - 10/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/07/1998 - 11/17/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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