Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Rutkowski is a financial advisor with Osaic Wealth, Inc. Marc has been in the industry since 2000 and has held various positions with financial institutions. Marc has a strong background in providing financial advice and services to individuals, businesses, and retirement plans. Marc is licensed in multiple states and is committed to providing clients with personalized financial advice and strategies to meet their individual needs. Marc can help you with financial planning, retirement planning, investment management, and other financial services.
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.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (ORLAND PARK IL)
IL
08/15/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ORLAND PARK IL)
NY
06/01/2005 - 08/19/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/23/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 09/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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