Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Schwedelson is a financial advisor who has been in the industry since 1980. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Marc is currently registered with Osaic Wealth, Inc., and has been with them since June 2024. He has a broad range of licenses, including Series 7, 63, 65, and 22. Marc is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (WAPPINGERS FALLS NY)
NY
12/20/1996 - 06/14/2024
SECURITIES AMERICA, INC. (YORKTOWN HEIGHTS NY)
CT
11/29/1993 - 12/31/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
01/26/1982 - 11/29/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
08/08/1979 - 11/17/1980
MONY SALES, INC.
NA
08/08/1979 - 11/17/1980
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
08/08/1980 - 11/06/1980
CG EQUITY SALES COMPANY
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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