Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Braden is a financial advisor in Phoenix, Arizona, and has been working in the industry since 2002. Marc has a strong background in the industry, having held positions with Eagle Strategies LLC and New York Life. He is currently registered with Eagle Strategies LLC and holds various licenses including Series 6, 7, 24, 26, 63, and 65. Marc is committed to providing tailored financial advice to individuals, corporations and charitable organizations. Marc's experience and expertise allows him to offer a comprehensive range of services including financial planning, portfolio management, and educational seminars.
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.
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.
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2
AZ
12/17/2012 - Present
Eagle Strategies LLC (PHOENIX AZ)
IA
Issued 11/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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