Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Spinner has been in the financial services industry since 1996. Marc is currently registered with Cetera Investment Advisers LLC as an investment advisor representative (IAR) and has his Series 7 and 63 licenses. Marc has also been a registered representative with LPL Financial LLC and Morgan Stanley Smith Barney in the past. Marc has extensive experience in providing investment advice and financial planning services to individuals, families and businesses. Marc is dedicated to helping his clients achieve their financial goals.
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.
1
2
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 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marc Spinner is the right advisor for you? Invested Better is here to help.
