Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Courland is a financial advisor with EP Wealth Advisors. Marc has been in the financial services industry since 2012 and has experience in providing financial planning and investment management services to individuals, corporations, and charitable organizations. Marc has a series 7, 63, and 65 licenses. Marc holds licenses in California and is registered with the state of California as an Investment Advisor Representative.
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.
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.
Retirement plan advisory services & tax preparation services
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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CA
08/25/2023 - Present
EP Wealth Advisors (Torrance CA)
CA
08/15/2017 - 06/13/2023
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
CA
01/21/2016 - 07/11/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
NY
09/12/2012 - 04/03/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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