Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Coppotelli is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Marc has been in the financial services industry for over 30 years. Marc has experience with a variety of firms including Lincoln Financial Securities Corporation, SagePoint Financial, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BlackRock Investments, Inc., and FAM Distributors, Inc. Marc holds Series 66, Series 7 and SIE securities licenses. Marc is registered to offer investment advice in 51 states and the District of Columbia. Marc specializes in investment advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Compensation from affiliates
1
2
NC
04/12/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
07/21/2016 - 10/19/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)
SC
03/25/2015 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (COLUMBIA SC)
SC
10/12/2009 - 01/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
NY
09/29/2006 - 12/04/2008
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
06/27/2001 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
06/22/1983 - 05/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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