Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Ryan Gall is a financial advisor with over 18 years of experience in the financial services industry. Marc is currently registered with Bok Financial Securities, Inc. and has been with the firm since July 29, 2010. Previously, Marc worked with Nexity Financial Services, Inc. and M&I Brokerage Services, Inc. Marc holds the Series 63, SIE, and Series 7 licenses, and is registered in 15 states. Marc's areas of specialization include financial planning, portfolio management for individuals and businesses, and investment management for pooled investment vehicles.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
07/29/2010 - Present
BOK Financial Securities, Inc. (Milwaukee WI)
WI
04/17/2008 - 07/30/2010
NEXITY FINANCIAL SERVICES, INC. (MENOMEE FALLS WI)
WI
03/22/2004 - 03/20/2007
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
07/25/2003 - 03/11/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 08/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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