Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Gregory Minor is a financial advisor with over 30 years of experience in the industry. Marc is currently registered with Osaic Wealth, Inc. and is licensed to provide advisory services in numerous states. Marc has a diverse background, having previously worked with several firms including Woodbury Financial Services, Inc., Legacy Financial Services, Inc., NYLIFE Securities Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Marc holds the Series 6, Series 63, and Series 65 licenses. Marc specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
1
2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (EAST PEORIA IL)
IL
04/23/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
CA
09/27/2001 - 04/30/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
02/09/1999 - 06/20/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
04/14/1992 - 01/27/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/14/1992 - 01/27/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marc Minor is the right advisor for you? Invested Better is here to help.
