Unclaimed
Marcel James Dupre is a financial professional with over 20 years of experience in the industry. Marcel is currently registered with NFP Retirement Inc. in Louisiana and California. NFP Retirement Inc. is a financial services firm that provides retirement planning, investment management, and other financial services to individuals, businesses, and institutions. Prior to joining NFP Retirement Inc., Marcel worked with a variety of firms, including SUNAMERICA SECURITIES, INC., LONDON PACIFIC SECURITIES, INC., and UNITED VARIABLE SERVICES, INC. Marcel holds various industry licenses and designations, including Series 6, 7, 24, 26, 63, and 66.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
04/21/2017 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
AZ
05/02/2002 - 03/22/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
08/25/1997 - 05/03/2002
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
PA
10/08/1996 - 03/21/1997
UNITED VARIABLE SERVICES, INC. (WEST CHESTER PA)
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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