Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Myers is a registered investment advisor representative associated with Charles Schwab & CO., Inc. located in Torrance, California. Marc is a seasoned professional with more than 14 years of experience in the industry. Marc's expertise encompasses financial planning, investment advisory services and portfolio management. Marc holds Series 7, 63, and 66 licenses, along with the SIE designation.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Torrance CA)
CA
06/25/2008 - 06/16/2010
FIDELITY BROKERAGE SERVICES LLC (PASADENA CA)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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