Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Damon Hallick is a financial advisor with Raymond James & Associates, Inc. Marc has been in the industry for over 20 years, and is registered with the state of Florida and is also registered as a resident agent in Texas. Marc holds Series 7, 31 and 66 licenses. Marc is a Director at Lake House Rental in Weirdsdale, Florida. Marc's firm, Raymond James & Associates, Inc., provides financial planning, portfolio management for individuals and businesses, pension consulting, and other financial services.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/09/2019 - Present
Raymond James & Associates, Inc. (THE VILLAGES FL)
FL
08/11/2005 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (THE VILLAGES FL)
NY
06/06/2003 - 08/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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