Unclaimed
Marc Vansolkema is an investment advisor representative with Edward Jones, located in Livonia, MI. Marc has been in the securities industry since March 11, 1996. Marc is registered with FINRA and the state of Michigan. Marc has a Series 7, Series 8, Series 52, Series 63, Series 65, and Series 31. Marc has experience with providing financial planning and portfolio management for individuals and businesses. Marc also has experience with pension consulting and selection of other advisors. Marc is a rental property owner in White Lake, MI.
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.
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.
See schedule d - miscellaneous
1
2
MI
01/11/2019 - Present
Edward Jones (LIVONIA MI)
MI
07/06/2005 - 11/04/2011
CHASE INVESTMENT SERVICES CORP. (LIVONIA MI)
IL
01/24/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
11/30/2001 - 01/10/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
02/28/1996 - 01/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marc Vansolkema is the right advisor for you? Invested Better is here to help.