Unclaimed
Marc Stamps Bennett is a financial advisor with Global Wealth Strategies and Associates, LLC. Marc has been in the industry since October 27, 2022, and has experience providing financial advice to both individuals and businesses. Marc is also a licensed investment advisor representative in Colorado and Texas. Before joining Global Wealth Strategies and Associates, LLC, Marc worked at Equitable Advisors, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
11/12/2024 - Present
Global Wealth Strategies AND Associates, LLC (DENVER CO)
CO
10/27/2022 - 09/05/2023
EQUITABLE ADVISORS, LLC (ENGLEWOOD CO)
BOTH
Issued 06/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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