Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Whitehead is a financial advisor with over 20 years of experience in the financial services industry. Marc is currently a registered representative with Level Four Advisory Services and is registered with the state of Texas. Marc has extensive experience in financial planning, portfolio management, and pension consulting. Marc has also worked with individuals, families, businesses, and charitable organizations. Marc is committed to helping clients achieve their financial goals and providing them with the highest quality service.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
07/30/2021 - Present
Level Four Advisory Services (DALLAS TX)
FL
09/29/2003 - 05/25/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/03/2001 - 07/03/2001
SUNSTATE EQUITY TRADING (TAMPA FL)
NY
08/01/2000 - 03/16/2001
ON-SITE TRADING, INC. (GREAT NECK NY)
GA
05/26/1999 - 07/24/2000
INSTATRADE, INC. (ATLANTA GA)
IL
01/29/1999 - 05/27/1999
OLYMPIC TRADING AND INVESTMENTS (CHICAGO IL)
GA
08/10/1998 - 10/15/1998
INSTATRADE, INC. (ATLANTA GA)
IA
Issued 03/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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