Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Craig Wallace is a financial professional with over 25 years of experience in the financial services industry. Marc has a strong background in various areas of financial services, including investments and financial planning. He is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Marc has held several positions throughout his career, including roles with firms such as Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, and SagePoint Financial, Inc. His diverse experience and knowledge make him a valuable resource for clients seeking guidance on their financial needs.
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.
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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AZ
01/07/2013 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/29/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/04/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/08/2013 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/08/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NY
09/16/2004 - 12/20/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
09/17/1998 - 10/15/2002
SELIGMAN ADVISORS, INC. (BOSTON MA)
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2013
Series 99 - Operations Professional Examination
BC
Issued 09/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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