Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc James Poulos is a registered investment advisor representative with Calamos Wealth Management LLC. Marc is active in the State of Illinois and has over 11 years of experience in the financial services industry. Marc previously worked at BMO HARRIS FINANCIAL ADVISORS, INC. Marc holds the Series 7 and Series 66 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
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IL
08/09/2024 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
IL
01/31/2013 - 05/07/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 05/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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