Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Alport is a financial advisor with Wells Fargo Clearing Services, LLC. Marc has over 35 years of experience in the financial services industry. Marc has a wide range of experience and holds multiple licenses. Marc offers investment consulting services to institutional clients, as well as financial planning and portfolio management services for individuals and businesses. Marc has held previous positions with Morgan Stanley Smith Barney, Citigroup Global Markets, Inc., UBS Financial Services Inc., and Salomon Smith Barney 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.
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.
Investment consulting services to institutional clients
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
OR
08/05/2016 - Present
Wells Fargo Clearing Services, LLC (PORTLAND OR)
OR
06/01/2009 - 02/22/2016
MORGAN STANLEY (PORTLAND OR)
OR
06/20/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
OR
07/02/1999 - 06/26/2008
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
NY
07/31/1993 - 07/14/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
08/14/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/22/1986 - 08/18/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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