Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Halsema is an Investment Advisor Representative associated with Pennington Partners & CO., LLC. Marc's professional experience spans multiple industries, including Financial Services, Investment Banking, and Accounting. Marc holds a Series 65 license, allowing him to provide investment advisory services. Marc specializes in portfolio management for individuals, pooled investment vehicles, and investment advisory services for high-net-worth individuals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
01/01/2025 - Present
Pennington Partners & CO., LLC (BETHESDA MD)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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