Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc O'Brien is a financial professional with over 50 years of experience in the industry. Marc is currently registered with Planmember Securities Corp. Marc has been a registered representative since 1968, and has been a financial professional since 1971. Previously, Marc was a representative for Lincoln Investment, Legend Equities Corporation and Legend Capital Corporation. Marc is also licensed to sell insurance in Nevada.
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.
Provides investment supervisory services
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.
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2
NV
08/10/2020 - Present
Planmember Securities Corp. (Genoa NV)
NV
01/03/2017 - 08/07/2020
LINCOLN INVESTMENT (GENOA NV)
NV
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (GENOA NV)
FL
12/18/1978 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
06/14/1976 - 01/22/1979
INTERPACIFIC INVESTORS SERVICES, INC.
NA
10/11/1974 - 03/01/1975
FREEMAN FINANCIAL SERVICES CORPORATION
NA
09/26/1974 - 10/11/1974
FREEMAN INC
NA
03/24/1971 - 09/24/1974
JAMES G. FREEMAN & ASSOCIATES, INC.
NA
09/26/1969 - 07/18/1971
CENTURY SECURITIES SALES CORP
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/27/1992
Series 24 - General Securities Principal Examination
BC
Issued 08/10/1972
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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