Unclaimed
Marc Andersen is a financial advisor registered with J.P. Morgan Securities LLC. Marc has 19 years of experience in the financial services industry. Marc Andersen's previous experience includes roles at Robert W. Baird & Co. Incorporated and UBS Financial Services Inc. Marc is licensed to offer securities products in 53 states. Marc's specialties include: portfolio management, investment banking, investment advisory, and insurance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
05/16/2018 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
07/07/2014 - 05/30/2018
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
IL
06/10/2013 - 08/29/2013
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
IL
06/15/2009 - 12/09/2011
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
IL
05/09/2008 - 06/18/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
BOTH
Issued 08/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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