Unclaimed
Marc R. Stasik is a financial advisor with Cetera Investment Advisers LLC, located in Oviedo, FL. Marc has over 10 years of experience in the financial services industry and holds both Series 66 and Series 7 licenses. Marc has worked with various financial institutions, including Sigma Financial Corporation and AXA Advisors LLC. Marc's expertise lies in providing comprehensive financial planning services and investment management advice for individuals, families, and businesses. He is also an insurance agent, selling life, health, disability, annuities, long-term care, and Medicare plans. Marc is dedicated to helping his clients achieve their financial goals through personalized financial strategies.
OVIEDO, FL
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.
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.
1
2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (OVIEDO FL)
MI
04/03/2013 - 01/11/2019
SIGMA FINANCIAL CORPORATION (Frankenmuth MI)
MI
03/20/2012 - 04/09/2013
AXA ADVISORS, LLC (SAGINAW MI)
BOTH
Issued 6/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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