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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 Kessler is a financial advisor with over 30 years of experience in the industry. He has a strong track record of helping individuals and families achieve their financial goals. Marc has a comprehensive understanding of the financial markets and is committed to providing personalized investment advice tailored to the unique needs of his clients. He is passionate about helping clients plan for retirement, education, and other important life events. Marc is a registered representative of Benjamin F. Edwards & Company, Inc. and holds Series 7, 10, 24, 50, 53, 54, 63, 66, 99, and SIE licenses. He is also a registered investment advisor. Marc is committed to providing the highest level of service to his clients.
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.
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2
MO
12/13/2012 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
04/17/2009 - 10/19/2011
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
01/01/2008 - 04/17/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
03/15/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 07/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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