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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 Elliot Austin is a financial advisor with Wealthspire Advisors. Marc has been in the financial services industry since 1990. Marc has a strong background in financial planning and investment management. Marc holds the Series 6, 7, 22 and 63 securities licenses and the Series 65 investment advisor license. Marc is also a Certified Financial Planner. Marc is a member of the National Association of Personal Financial Advisors (NAPFA). In addition to his work at Wealthspire Advisors, Marc is a member of the Megamuffin, LLC family partnership, where he manages assets for future use.
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.
Helps you choose top advisors aligned with your financial goals.
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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CT
09/20/2022 - Present
Wealthspire Advisors (West Hartford CT)
CT
04/29/2004 - 03/31/2016
NFP ADVISOR SERVICES, LLC (WEST HARTFORD CT)
IN
08/16/2000 - 05/05/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 05/05/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
06/28/1990 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 05/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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