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 Rupnow is a financial advisor with Charles Schwab & CO., Inc. based in Phoenix, AZ. Marc has been a registered representative in the financial services industry since February 4, 2015 and has experience with TD Ameritrade, Inc. as well. Marc holds Series 66, 24, SIE, and 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
10/05/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
02/04/2015 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
BOTH
Issued 03/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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