Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Frost is a financial advisor registered with World Equity Group, Inc. Marc has been in the financial services industry since 1990. Marc has a strong background in financial planning, pension consulting and portfolio management. Marc specializes in providing financial advice to individuals and businesses.
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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2
GA
05/11/2017 - Present
World Equity Group, Inc. (DUNWOODY GA)
GA
01/05/2009 - 02/13/2009
CAPITAL FINANCIAL SERVICES, INC. (DUNWOODY GA)
NY
08/25/2008 - 12/31/2008
R. F. LAFFERTY & CO., INC. (NEW YORK NY)
GA
09/27/2005 - 08/21/2008
L.M. KOHN & COMPANY (DUNWOODY GA)
GA
09/02/2005 - 09/21/2005
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
01/13/2004 - 09/06/2005
DUNWOODY BROKERAGE SERVICES, INC. (ATLANTA GA)
OH
01/16/2002 - 09/04/2002
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
11/25/1997 - 11/26/2001
L.M. KOHN & COMPANY (CINCINNATI OH)
FL
11/09/1993 - 12/31/1995
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
MO
04/25/1989 - 08/01/1991
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
01/29/1988 - 03/13/1989
PHOENIX SECURITIES GROUP,INC.
NA
11/15/1985 - 11/18/1987
INVESTACORP, INC.
NA
01/25/1984 - 10/18/1985
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 12/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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