Unclaimed
Marc D. Jensen is an investment advisor representative associated with Global View Capital Management LLC. Marc has been in the financial industry for over 15 years and has a strong background in securities and insurance. Marc holds both Series 6 and 63 licenses and is registered in Utah and Texas. In addition to his work with Global View Capital Management LLC, Marc is also a teacher for the Jordan School District and provides insurance services through Global View Capital Insurance Services, LLC. Marc is committed to providing comprehensive financial planning and investment advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
UT
01/03/2014 - Present
Global View Capital Management LLC (PLEASANT GROVE UT)
UT
05/01/2014 - 05/15/2015
PURSHE KAPLAN STERLING INVESTMENTS (PLEASANT GROVE UT)
UT
11/25/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (PLEASANT GROVE UT)
UT
07/14/2008 - 11/23/2010
WORLD GROUP SECURITIES, INC. (DRAPER UT)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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