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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 Girardot is an Investment Advisor Representative at CS Planning Corp., a firm that provides financial planning and portfolio management services to individuals and businesses. Marc has been in the financial industry since 2005 and is a Certified Financial Planner. Marc specializes in providing financial advice to high-net-worth individuals, businesses, and individuals other than high-net-worth. Marc holds a Series 65 license and is registered with the state of Washington. Marc is also a member of Veintek, LLC, a medical device company, and was previously the CEO of Saddlerock Assets, LLC, a commercial real estate company.
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.
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.
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WA
09/15/2021 - Present
CS Planning Corp. (Seattle WA)
IA
Issued 11/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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