Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Eugen Kriessmann is an Investment Advisor Representative registered with Osaic Wealth, Inc. Marc has been working in the financial industry since January 21, 2009 and has experience with various investment products and services. Marc is registered in several states, including California, Michigan, Missouri, New Jersey, and Oregon, and holds the Series 65, 66, 7, and SIE licenses. Marc works with a range of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Marc is a strong advocate for financial planning and education.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (San Mateo CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SAN BRUNO CA)
CA
01/22/2009 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SAN MATEO CA)
IA
Issued 12/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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