Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Lewyn is a financial advisor with Wealth Enhancement Advisory Services, LLC. Marc has been in the financial services industry since 1992 and has a strong track record of helping clients achieve their financial goals. Marc holds a Series 6, Series 22, and Series 63 license, and is also a Registered Investment Advisor. Marc's areas of expertise include financial planning, retirement planning, investment management, and estate planning. Marc is committed to providing his clients with personalized advice and strategies that are tailored to their unique needs and goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
GA
05/01/2020 - Present
Wealth Enhancement Advisory Services, LLC (ATLANTA GA)
GA
08/27/1992 - 04/30/2020
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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