Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Louis Dvorak is a financial advisor with over 30 years of experience in the financial services industry. Marc currently works at USAA Investment Services Co., and has previously worked at other firms including USAA Financial Advisors, Inc., SunTrust Investment Services, Inc., New England Securities, and Banc of America Investment Services, Inc. Marc holds a variety of licenses and certifications including Series 7, 6, 63, and 65. Marc specializes in providing financial planning and referrals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
FL
03/09/2021 - Present
Usaa Investment Services Co. (TAMPA FL)
FL
04/02/2012 - 06/19/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
NC
01/21/2011 - 12/31/2011
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/22/2009 - 05/03/2010
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
07/07/2006 - 09/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
12/05/2003 - 07/07/2006
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
NY
04/06/2001 - 11/14/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
04/05/2000 - 04/10/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/28/1995 - 03/20/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/28/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
04/26/1988 - 01/27/1995
JOHN HANCOCK DISTRIBUTORS, INC.
MA
04/26/1988 - 01/27/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
11/26/1985 - 01/27/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
02/12/1988 - 04/20/1988
TRANSAMERICA SECURITIES SALES CORPORATION
NA
02/12/1988 - 04/19/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
IA
Issued 03/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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