Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Clinton Davis is an investment advisor representative with Hoylecohen, LLC, located in San Diego, CA. Marc has been in the financial services industry since 1990 and has a diverse background with experience at firms such as Purshe Kaplan Sterling Investments, LPL Financial LLC, Long Grove Trading Co., MetLife Securities Inc., and Metropolitan Life Insurance Company. Marc holds the Series 6, 7, 24, 63, and 66 securities licenses. Marc is also a Certified Financial Planner. Marc's areas of focus include financial planning, portfolio management, and pension consulting.
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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
CA
01/11/2023 - Present
Hoylecohen, LLC (SAN DIEGO CA)
CA
01/03/2011 - 11/03/2016
PURSHE KAPLAN STERLING INVESTMENTS (LA MESA CA)
CA
08/15/2001 - 01/25/2011
LPL FINANCIAL LLC (LA MESA CA)
MA
01/24/1996 - 06/11/1997
LONG GROVE TRADING CO. (BOSTON MA)
MA
08/27/1990 - 01/28/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/27/1990 - 01/28/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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