Unclaimed
Marc Zeller is a financial professional with over 25 years of experience in the financial services industry. Marc Zeller is currently registered with Fifth Third Securities, Inc. in Charlotte, North Carolina. Marc Zeller specializes in providing financial planning, portfolio management, and selection of other advisors. Marc Zeller is a Certified Financial Planner. Marc Zeller is also registered with the state of Texas 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.
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.
Sponsor wrap fee program
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.
1
2
NC
03/14/2016 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
NC
03/12/1998 - 06/18/2009
FIRST INVESTORS CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 3/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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