Unclaimed
Marc Zampanti is an investment advisor representative currently associated with Allspring Funds Management, LLC. Marc has been active in the industry since January 20, 2022, and holds licenses in all states. Marc is experienced in various investment strategies and provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Marc has previously worked at Putnam Retail Management Limited Partnership, R.W. Baird, and Sentinel Pension Advisors 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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
MA
09/11/2023 - Present
Allspring Funds Management, LLC (Boston MA)
MA
01/04/2023 - 08/22/2023
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 02/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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