Unclaimed
Marc Michael Powers is a financial advisor with over 27 years of experience in the financial services industry. Marc is a registered representative of Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in 13 states. Marc has a Series 63, 65 and 7 securities license and is also registered with the Securities Industry Essentials (SIE) examination. Marc provides a wide range of financial services including financial planning, portfolio management and education seminars. Marc has worked with clients of all sizes and has a strong track record of success.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
09/28/2010 - Present
Raymond James Financial Services Advisors, Inc. (OXFORD MI)
MN
07/30/1996 - 10/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/1996 - 10/11/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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