Unclaimed
Marc Labadie is a financial advisor with over 18 years of experience in the financial services industry. Marc is currently registered with Corecap Advisors and has offices in Southfield, MI, and Palm Harbor, FL. Marc has a strong background in providing financial advice to individuals, businesses, and pension plans. Marc holds the Series 6, Series 63, and Series 65 licenses. Marc is also a registered investment advisor in Arizona, California, Florida, Georgia, Kentucky, Maryland, Michigan, North Carolina, Ohio, South Carolina, Texas, and Utah. Marc's experience and qualifications make him a valuable resource for individuals and businesses seeking financial guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MI
07/08/2024 - Present
Corecap Advisors (SOUTHFIELD MI)
TN
10/02/2019 - 08/28/2020
M HOLDINGS SECURITIES, INC. (NASHVILLE TN)
MI
07/14/2015 - 09/23/2019
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
MI
01/14/2003 - 07/16/2013
M HOLDINGS SECURITIES, INC. (STERLING HEIGHTS MI)
IA
Issued 08/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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