Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Eric Cram is a financial advisor who has been in the industry since 1998. Marc is currently registered with State Farm Investment Management Corp. and has previously worked with several other firms including Ameriprise Financial Services, Inc. and Main Street Securities, LLC. Marc is a Chartered Financial Consultant and has a variety of licenses and registrations including Series 7, Series 22, Series 6, Series 63, Series 24 and Series 6TO. Marc offers a variety of services to clients, including portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/25/2021 - Present
State Farm Investment Management Corp. (Chapel Hill NC)
NC
02/27/2009 - 04/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
01/04/2007 - 12/31/2008
MAIN STREET SECURITIES, LLC (DURHAM NC)
NC
03/07/2002 - 09/08/2006
TRIAD ADVISORS, INC. (DURHAM NC)
NC
01/11/1999 - 03/06/2002
VERITY INVESTMENTS, INC. (DURHAM NC)
NC
06/01/1995 - 12/31/1998
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
KS
12/12/1987 - 05/30/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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