Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Casiano is a financial advisor at Captrust. Marc has been working in the financial industry since 2004 and has experience in a variety of areas, including portfolio management, financial planning, and pension consulting. Marc is a registered investment advisor (IA) and is also registered with FINRA. Marc holds a Series 66 license and a Series 24 license. Marc is passionate about helping his clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
04/15/2020 - Present
Captrust (RALEIGH NC)
NC
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (DURHAM NC)
NC
03/19/2004 - 02/26/2018
SCOTTRADE, INC. (DURHAM NC)
BOTH
Issued 05/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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