Unclaimed
Marc Seward is a financial advisor registered with Alphacore Capital LLC in LA JOLLA, CA. Marc is also a registered investment advisor and holds Series 7, 63, and 65 licenses. Marc specializes in financial planning, portfolio management, and pension consulting. Marc's experience includes previous roles with WFG INVESTMENTS, INC., SECURITIES AMERICA, INC., THE ADVISORS GROUP, INC., and JOHN HANCOCK DISTRIBUTORS, INC.
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.
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.
Institutional consulting and client servicing
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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CA
01/10/2017 - Present
Alphacore Capital LLC (LA JOLLA CA)
CA
02/17/2009 - 10/02/2013
WFG INVESTMENTS, INC. (SAN DIEGO CA)
CA
09/30/2002 - 02/15/2007
SECURITIES AMERICA, INC. (SAN DIEGO CA)
MD
11/15/1995 - 09/30/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
08/12/1992 - 12/07/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/12/1992 - 12/07/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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