Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Eliot Sloter is a financial advisor with over 15 years of experience in the financial services industry. Marc is a CERTIFIED FINANCIAL PLANNER™ professional who works with individuals and families to develop and implement financial plans, including retirement planning, investment management, and estate planning. Marc is currently registered with Western Wealth Management LLC in Fort Worth, TX. Previously, Marc was affiliated with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marc holds FINRA Series 7 and Series 63 registrations and is also licensed as an Investment Advisor Representative.
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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2
TX
01/29/2019 - Present
Western Wealth Management LLC (Fort Worth TX)
TX
05/21/2009 - 03/24/2011
LPL FINANCIAL LLC (FORT WORTH TX)
TX
12/13/2005 - 05/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
BC
Issued 12/19/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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