Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Russell Dispense is a financial advisor with over 20 years of experience in the industry. Marc is currently registered with D.a. Davidson & Co. in Denver, CO. Marc has extensive experience in providing investment advice and services to a diverse clientele, including individuals, families, businesses, and institutions. Previously, Marc was a financial advisor at George K. Baum & Company, also in Denver. Marc holds a variety of licenses and certifications including Series 7, Series 24, Series 50, Series 52TO, and Series 53. Marc is committed to providing clients with personalized financial planning and investment strategies that meet their individual needs and 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.
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
CO
03/28/2019 - Present
D.a. Davidson & Co. (DENVER CO)
CO
07/01/2003 - 03/27/2019
GEORGE K. BAUM & COMPANY (DENVER CO)
BC
Issued 03/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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