Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Breuer is a financial advisor with over 25 years of experience in the industry. Marc is currently registered with LPL Financial LLC. Marc has previously been registered with Ameriprise Financial Services, LLC, Benjamin F. Edwards & Company, Inc., Morgan Stanley, and Citigroup Global Markets Inc. Marc is a Series 7 and Series 63 licensed professional. Marc provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
LPL Financial LLC (SARASOTA FL)
FL
02/01/2018 - 05/10/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Sarasota FL)
FL
04/25/2016 - 01/04/2018
BENJAMIN F. EDWARDS & COMPANY, INC. (Sarasota FL)
FL
06/01/2009 - 05/10/2016
MORGAN STANLEY (SARASOTA FL)
FL
09/03/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
IA
Issued 04/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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