Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marck? Claim Your ProfileMarck Zuehlsdorff is a registered representative with LPL Financial LLC and an investment advisor representative with Allpoint Financial Group. Marck has been in the securities industry since 2003 and has experience in providing investment advisory services. Marck is registered with the state of California and has passed the Series 7, Series 66 and SIE exams. Marck holds a license from the state of California. Marck's current employer, LPL Financial LLC, is a large, national firm with over $50 billion in assets under management.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/21/2023 - Present
LPL Financial LLC (NAPA CA)
CA
05/24/2019 - 05/20/2023
EDWARD JONES (NAPA CA)
MN
09/25/2003 - 10/31/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/2003 - 10/31/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marck Zuehlsdorff is the right advisor for you? Invested Better is here to help.
