Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Vezina is a financial professional with over 24 years of experience in the industry. Marc has a wide range of experience with various financial institutions, including Fidelity Investments Institutional Services Company, Inc., Citizens Securities, First Allied Securities, Inc., and Growth Capital Services, Inc. Marc is currently registered with Finalis Securities LLC and is licensed to provide investment advice in several states. Marc is dedicated to helping clients reach 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.
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
02/21/2022 - Present
Finalis Securities LLC (New York NY)
DE
04/26/2021 - 02/03/2022
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
CA
08/21/2017 - 08/16/2019
FIRST ALLIED SECURITIES, INC. (SAN FRANCISCO CA)
RI
03/07/1997 - 08/22/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
ME
02/27/1996 - 07/29/1996
CITIZENS SECURITIES (PORTLAND ME)
IA
Issued 09/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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