Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Horner is an investment advisor representative with Fairhaven Wealth Management, LLC. Marc has been in the industry since 2001 and is registered with the state of Illinois. Marc has a broad range of experience and specializes in portfolio management for individuals, as well as financial planning and pension consulting. Marc is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 9, 10, 31, and 66 securities licenses. Marc has previously worked with UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and TRIAD ADVISORS, INC.
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.
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.
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2
IL
03/06/2015 - Present
Fairhaven Wealth Management, LLC (WHEATON IL)
IL
01/09/2015 - 04/30/2019
TRIAD ADVISORS LLC (Oak Brook IL)
IL
11/14/2008 - 01/20/2015
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
IL
02/09/2001 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKBROOK IL)
IA
Issued 08/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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