Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc William Rinfret is a financial advisor registered with Canaccord Genuity Wealth Management (usa) Inc. Marc has been in the industry since 2017 and is registered in several states including California, Florida, Oregon, Texas, and Washington. Marc has a Series 66, Series 7 and SIE license. Marc specializes in financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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02/26/2018 - Present
Canaccord Genuity Wealth Management (usa) Inc. (VANCOUVER )
BOTH
Issued 05/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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