Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Edmond Haggar is a financial advisor registered with UBS Financial Services Inc. Marc has over 23 years of experience in the financial services industry. Marc is currently registered with the state of Texas. Marc is also a registered Investment Advisor Representative in Florida. Marc has passed the Series 7, 31 and 66 exams. Marc is specialized in portfolio management for individuals, businesses, and investment companies. Marc has a wide range of experience working with clients including high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Marc has served on the board of the Cystic Fibrosis Foundation of North Texas since 2017.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
12/06/2011 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
06/01/2009 - 12/22/2011
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
04/20/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
04/24/2000 - 04/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 07/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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