Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Michael is an Investment Advisor Representative at Fisher Investments. Marc has been in the industry for over 9 years. Marc has a Series 7, Series 63, and Series 65 license and is registered in Connecticut, New Jersey, New York, and Texas. Marc has previously worked at TD Ameritrade and AXA Advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/06/2023 - Present
Fisher Investments (BROOKLYN NY)
NY
02/23/2015 - 01/08/2020
TD AMERITRADE, INC. (NEW YORK NY)
NY
05/06/2011 - 02/05/2015
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 09/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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