Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Ernest Neighbor is a registered representative with Convergence Financial. Marc has over 3 years of experience in the financial services industry and is licensed in Missouri. Marc focuses on providing financial planning and portfolio management services to individuals, high net worth individuals, and charitable organizations. Marc also holds the Series 7TO, Series 66, and SIE licenses.
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.
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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KS
06/05/2024 - Present
Convergence Financial (Overland Park KS)
KS
01/01/2021 - 06/20/2024
EDWARD JONES (Overland Park KS)
BOTH
Issued 01/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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