Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Bair is a financial advisor with The Wealth Consulting Group, a firm with $1 billion - $10 billion in assets under management. Marci has over 30 years of experience in the financial industry, and holds several professional designations, including the Certified Financial Planner designation. Marci is registered to provide financial advice in Arizona, California, Connecticut, Louisiana, Nevada, New York, and Ohio. Marci specializes in financial planning, pension consulting, selection of other advisors, 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.
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.
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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CA
05/05/2021 - Present
THE Wealth Consulting Group (SAN DIEGO CA)
CA
06/15/2004 - 11/17/2014
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
06/15/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
NE
10/18/2002 - 06/16/2004
QA3 FINANCIAL CORP. (OMAHA NE)
MD
03/15/1993 - 10/15/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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