Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Jonathan Wein is a registered representative with Beacon Global Advisor Network, LLC. Marc has been in the financial services industry since February 5, 2021. Marc is licensed in 53 states and the District of Columbia. Marc holds Series 7, 66, and SIE licenses. Marc has previously worked at Thrivent Investment Management 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.
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.
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.
Percentage of qualified plan assets, solicitor fees
1
2
GA
11/20/2024 - Present
Beacon Global Advisor Network, LLC (ATLANTA GA)
VA
11/23/2020 - 06/25/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Richmond VA)
BOTH
Issued 11/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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