Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Raymond Gillespie is a financial advisor who has been in the industry since 1982. He is currently registered with American Portfolios Financial Services, Inc. in Fairport, New York. Marc has a diverse background, having previously worked at NFP Advisor Services, LLC, Veravest Investments, Inc., G. R. Phelps & Co., Inc., and Nathan, Lewis & Grant, Inc. Marc is a licensed investment advisor and holds several industry certifications, including the Series 6, 7, 22, 24, 51, 63, and 65 exams. He is registered with the Financial Industry Regulatory Authority (FINRA) and has licenses to provide financial advice in several states.
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.
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.
1
2
NY
07/21/2015 - Present
American Portfolios Financial Services, Inc. (Fairport NY)
NY
12/12/2003 - 07/22/2015
NFP ADVISOR SERVICES, LLC (FAIRPORT NY)
MA
12/06/1991 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
05/18/1982 - 01/26/1993
G. R. PHELPS & CO., INC.
NA
10/12/1982 - 12/27/1983
NATHAN, LEWIS & GRANT, INC.
IA
Issued 10/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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