Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Rohr is a financial advisor with Global Retirement Partners LLC. Marc has been in the financial services industry since 1996. Marc is a registered investment advisor in Missouri. Marc has worked with LPL Financial and Financial Telesis in the past. Marc has a Series 63, Series 65 and Series 7. Marc is also licensed to sell life insurance in Missouri. Marc is based in Springfield, Missouri.
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.
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.
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2
MO
01/16/2015 - Present
Global Retirement Partners LLC (SPRINGFIELD MO)
MO
03/31/2009 - 09/12/2014
FINANCIAL TELESIS INC (SPRINGFIELD MO)
TN
01/21/2003 - 11/24/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
TX
11/03/1999 - 12/20/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/03/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MO
03/24/1997 - 10/22/1999
GREAT SOUTHERN INVESTMENTS (SPRINGFIELD MO)
NJ
09/12/1996 - 02/26/1997
COPELAND EQUITIES, INC. (SOMERSET NJ)
TX
05/26/1994 - 09/20/1996
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MO
08/13/1993 - 12/31/1993
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 05/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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