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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 Cosico is a financial advisor who currently works for Mariner Wealth. Marc has been in the financial industry since 1996 and has experience in providing various advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Marc is registered with the state of California as an Investment Advisor Representative. Marc holds the Series 6, 7, and 65 licenses. Marc has previously worked at T. Rowe Price Investment Services, Inc., TCW Group, Inc., US Bank, Shuster Advisory Group, LLC, Disruptive Technology Advisors LLC, and Teacher's Pension.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
CA
06/21/2023 - Present
Mariner Wealth (Fullerton CA)
MD
11/11/1996 - 12/04/1997
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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