ADVISOR BIO

Marc Agresti is an investment advisor representative at PFS Investments Inc. Marc is licensed to sell securities in 16 states and is registered as an investment advisor representative in Connecticut and Texas. Marc has been in the securities industry since 1994. Marc's primary focus is providing investment advice and portfolio management services to individuals. Marc also offers a variety of other financial planning services.

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ADVISOR BIO

Marc Michalak is a financial professional with over 25 years of experience in the financial services industry. Marc is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6, 7 and 63 licenses. Marc is registered with Park Avenue Securities LLC in Farmington, CT, where he is a Registered Representative and Investment Advisor Representative. Marc was previously registered with Guardian Investor Services Corporation in New York, NY and Mutual of Omaha Investor Services, Inc. in Omaha, NE.

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ADVISOR BIO

Marc Joseph Filipponi is a financial professional with over 30 years of experience in the industry. Marc has a proven track record of success in providing investment advice and portfolio management services to a wide range of clients, including individuals, businesses, and institutions. Marc is currently registered with Robert W. Baird & Co. Inc., a leading financial services firm with a strong reputation for integrity and client service. Prior to joining Robert W. Baird & Co. Inc., Marc held positions at several other prominent firms, including CRT Capital Group LLC, Sterne, Agee & Leach, Inc., Jefferies & Company, Inc., Bear, Stearns & Co. Inc., Brenner Securities Corporation, and Smith Barney Shearson Inc. Marc is licensed to provide investment advice in 17 states and holds the Series 63, Series 7 and SIE licenses. Marc specializes in a variety of investment areas, including stocks, bonds, mutual funds, and alternative investments. Marc is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Marc Danais is a registered investment advisor representative with Morgan Stanley. He is a registered representative in Connecticut and Texas. Marc is a seasoned professional, with over 40 years of experience in the financial services industry. Marc has been with Morgan Stanley since June 2009. His previous employment includes Citigroup Global Markets Inc. and Morgan Stanley DW Inc. He holds Series 3, 7, 63 and 65 licenses, as well as the SIE exam. Marc has extensive experience with a variety of investment products and services, including asset allocation advice, financial planning, portfolio management for individuals and businesses.

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ADVISOR BIO

Marc Charette is an investment advisor representative for TD Private Client Wealth LLC. Marc has over 18 years of experience in the financial services industry. Marc is registered in California, Connecticut, Florida, New Jersey, New York, and Virginia. Marc holds the Series 6, 7, and 66 licenses. Marc is also licensed as a registered representative for TD Private Client Wealth LLC. Marc specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Marc's clients include individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Marc Elliot Austin is a financial advisor with Wealthspire Advisors. Marc has been in the financial services industry since 1990. Marc has a strong background in financial planning and investment management. Marc holds the Series 6, 7, 22 and 63 securities licenses and the Series 65 investment advisor license. Marc is also a Certified Financial Planner. Marc is a member of the National Association of Personal Financial Advisors (NAPFA). In addition to his work at Wealthspire Advisors, Marc is a member of the Megamuffin, LLC family partnership, where he manages assets for future use.

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ADVISOR BIO

Marc Markovitz is an investment advisor representative with MML Investors Services, LLC. Marc has been in the industry for over 20 years. Marc is registered with the state of Connecticut and has also passed the Series 6, Series 63, Series 65 and SIE exams. Marc has been a registered representative with MSI FINANCIAL SERVICES, INC. and has worked with Metropolitan Life Insurance Company. Marc has a specialization in several areas including asset allocation programs, financial planning, pension consulting and educational seminars. Marc also provides portfolio management for businesses and individuals.

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ADVISOR BIO

Marc William Greenfield is a securities professional with over 8 years of experience in the financial industry. Marc holds the Series 99 and SIE licenses. Marc is currently registered with Natwest Markets Securities Inc.. Marc is located in STAMFORD, CT.

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ADVISOR BIO

Marc J Mungin is a financial advisor with over 25 years of experience in the industry. Marc is a registered representative with Lincoln Investment and holds a Series 6 and SIE license. Marc has a history of providing financial advice and services to individuals and businesses, and is also a Chartered Financial Consultant. Marc is currently registered to conduct business in 18 states and has a history of being registered with LEGEND EQUITIES CORPORATION.

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ADVISOR BIO

Marc A. Carias is a financial professional with experience in the securities industry. Marc is a registered representative with J.P. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Marc's areas of expertise include investment company products, variable contracts, and securities industry essentials. Marc holds a Series 63 license, along with a Series 6TO and SIE license.

SPECIALIZATIONS