Unclaimed
Marc Derrico is an investment advisor representative at Hightower Advisors, LLC. Marc is registered with the state of Kansas and is an active member of the financial industry. Marc's work experience includes a period with DST Systems/SS&C Technologies in Lawrence, Kansas, followed by U.S. Bank in Overland Park, Kansas. Marc joined Falcon Wealth Advisors in Mission Woods, Kansas, before joining Hightower Advisors. Marc has successfully completed the Series 7TO, Series 66, and SIE examinations. Marc has a strong track record of providing financial services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
05/20/2023 - Present
Hightower Advisors, LLC (Mission Woods KS)
BOTH
Issued 05/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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