Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Turgeon is a financial professional with over 30 years of experience in the industry. Marc is registered with Principal Securities, Inc. in Florida and several other states. Marc's professional experience includes various roles with firms like MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Marc is also licensed to sell life insurance, disability insurance, long-term care insurance, fixed annuities, and property and casualty insurance. Marc provides financial planning services, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
11/10/2021 - Present
Principal Securities, Inc. (Odessa FL)
FL
03/25/2017 - 11/01/2021
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
04/13/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
FL
04/13/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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