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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Lee Russell is a financial advisor with over 13 years of experience in the financial services industry. Marc has a strong background in investment management and financial planning, with experience working with both individuals and institutions. Marc is a Chartered Financial Analyst (CFA) and holds the Series 7, 63, and 65 licenses. Currently, Marc is a Registered Representative and Investment Advisor Representative with Mariner Wealth Advisors. Previously, Marc worked at City National Securities, Inc., AdvicePeriod, LLC, and Convergent Wealth Advisors, LLC. Marc has a broad range of experience in helping clients achieve their financial goals, including retirement planning, investment management, estate planning, and tax planning.
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.
Family office services
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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FL
12/16/2022 - Present
Mariner Wealth (DELRAY BEACH FL)
CA
09/19/2010 - 12/19/2013
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 09/22/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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