Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc David Beelman is an active financial advisor registered with Edward Jones. He has been a licensed financial advisor for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Marc David Beelman is also a Chartered Financial Analyst. He provides financial planning, pension consulting, and portfolio management services to his clients.
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.
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.
See schedule d - miscellaneous
1
2
KS
08/19/2014 - Present
Edward Jones (PRAIRIE VILLAGE KS)
KS
05/16/2001 - 01/30/2002
INTRUST BROKERAGE INC. (WICHITA KS)
MO
03/13/2000 - 05/31/2001
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
KS
02/08/1999 - 12/09/1999
FBD INVESTMENT SERVICES, INC. (LEAWOOD KS)
NY
08/07/1997 - 10/05/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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