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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Spinner is an investment advisor representative with Cetera Investment Advisers LLC. Marc has been in the industry since 1996. Marc has licenses in Arizona, California, Idaho, Missouri, New Mexico, North Carolina, Oregon, Washington and Wyoming. Marc is also registered with FINRA as a general securities representative and holds a Series 63 and Series 65. In addition to Cetera Investment Advisers LLC, Marc is also affiliated with LPL FINANCIAL LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and PIPER JAFFRAY & CO. Marc is the owner of Waypoint Financial Services and Spinner Investment Management. Marc's areas of specialization are Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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.
A percentage of the total value of assets under management is charged.
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WA
03/21/2024 - Present
Cetera Investment Advisers LLC (Kennewick WA)
WA
09/11/2009 - 08/04/2021
LPL FINANCIAL LLC (KENNEWICK WA)
WA
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (KENNEWICK WA)
WA
12/09/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KENNEWICK WA)
MN
05/13/1996 - 12/16/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
IA
Issued 5/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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