Unclaimed
Marc Gregory Sigel is a financial advisor registered with Osaic Wealth, Inc. Marc has been a registered representative for over 30 years. Marc has experience providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. He is also registered to provide investment advisory services in several states. In addition to his work as a financial advisor, Marc is also a managing partner at Strategic Resource Group, LLC, a firm that provides fixed business insurance products. Marc has held positions at MSI Financial Services, Inc., Metropolitan Life Insurance Company, MML Investors Services, Inc., and John Hancock Distributors, Inc.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
11/17/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
03/09/2005 - 11/18/2016
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
03/09/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
MA
02/07/1995 - 03/22/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
01/25/1993 - 01/06/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/25/1993 - 01/06/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 06/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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