Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Clauser is a financial advisor who has been in the industry since 2016. Marc has experience in both the securities and investment advisory fields and is currently registered with Principal Securities, Inc. Marc is licensed in Colorado, Florida, Georgia, Kentucky, Michigan, Missouri, Nevada, South Carolina, Texas and Wisconsin. Marc holds both Series 6, 7, 63 and 65 licenses and is registered with the State of Texas. Marc is an active advisor and is committed to providing clients with personalized financial advice and 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
03/08/2021 - Present
Principal Securities, Inc. (Kalamazoo MI)
MI
01/12/2016 - 04/10/2018
MWA FINANCIAL SERVICES INC. (Kalamazoo MI)
IA
Issued 10/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marc Clauser is the right advisor for you? Invested Better is here to help.
