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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Stephen Wagner is a financial advisor with Commonwealth Financial Network in Warrington, Pennsylvania. Marc has over 30 years of experience in the financial services industry. He is a Certified Financial Planner and holds several securities licenses, including Series 7, 24, 22, 6, and 63. Marc previously worked for Avantax Investment Services, Inc. for over 30 years, before moving to Commonwealth Financial Network in 2021. Marc provides financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/01/2021 - Present
Commonwealth Financial Network (Warrington PA)
PA
10/05/1987 - 02/05/2021
AVANTAX INVESTMENT SERVICES, INC. (Yardley PA)
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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