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 Salem is a financial advisor with over 30 years of experience in the industry. Marc currently works with LPL Financial LLC, providing investment advice to individuals, businesses, and charitable organizations. Prior to joining LPL Financial LLC, Marc worked with BMO Harris Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Investments, LLC. Marc holds a variety of licenses and certifications including Series 7, 9, 10, 63, and 65. Marc Salem is a highly experienced financial advisor who can help you reach your financial 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
03/26/2021 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
05/13/2011 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
12/07/2007 - 05/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MESA AZ)
AZ
12/13/2000 - 12/10/2007
WELLS FARGO INVESTMENTS, LLC (MESA AZ)
CA
06/16/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
03/29/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
12/19/1995 - 06/10/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
11/17/1993 - 12/13/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/19/1991 - 10/20/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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