Unclaimed
Marc Daniel Hirshorn is a financial advisor with Commonwealth Financial Network. Marc has been working in the financial industry since 2001. His current employment with Commonwealth Financial Network began in 2017. Marc's previous employers include MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Marc holds the Series 6, 7, 63, and 65 licenses. Marc is registered in the following states: California, Florida, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wyoming.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
03/03/2017 - Present
Commonwealth Financial Network (Roanoke VA)
VA
07/16/2001 - 03/03/2017
MSI FINANCIAL SERVICES, INC. (ROANOKE VA)
VA
07/16/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
GA
05/23/2001 - 07/17/2001
TRIAD ADVISORS, INC. (ATLANTA GA)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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