Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Freeman Arnett is a financial advisor with over 37 years of experience in the industry. Marc is currently registered with LPL Financial LLC and is licensed to provide financial advice in Arizona, California, Nevada, and Oregon. Marc has previously held positions at Wells Fargo Clearing Services, LLC, Morgan Stanley, Edward Jones, Assent LLC, Global Crown Capital, LLC, and Hoefer & Arnett, Incorporated. Marc provides a range of services to individuals, corporations, and institutions, including financial planning, investment management, and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/12/2024 - Present
LPL Financial LLC (REDONDO BEACH CA)
CA
09/16/2019 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (EL SEGUNDO CA)
CA
06/15/2011 - 09/23/2019
MORGAN STANLEY (SANTA CRUZ CA)
CA
08/18/2008 - 06/16/2011
EDWARD JONES (BURLINGAME CA)
CA
09/12/2007 - 07/25/2008
ASSENT LLC (SAN FRANCISCO CA)
CA
08/07/2006 - 09/19/2007
GLOBAL CROWN CAPITAL, LLC (SAN FRANCISCO CA)
CA
11/12/1986 - 08/01/2006
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 10/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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