Years of Experience
5-20+ Years
ARLINGTON, VA
0 Disclosures
ADVISOR BIO
Marc Sassin is a registered investment advisor representative associated with Portfolio Management & Planning, Inc. Marc Sassin is licensed to provide investment advice in Maryland and Virginia. Marc Sassin has been with Portfolio Management & Planning, Inc. since September 2000. The firm has 111 accounts with assets under management totaling approximately $72.48 million. The firm primarily focuses on providing portfolio management for individuals.
SPECIALIZATIONS
ASHLAND, VA
0 Disclosures
ADVISOR BIO
Marc Dewayne Thompson is a financial advisor with Sovereign Capital Vantage, Inc. based in ASHLAND, VA. Marc has been in the financial services industry since 1996 and holds the Series 6, 7, 63, and 66 licenses. Marc's areas of specialization include financial planning, portfolio management, and investment advisory services. Marc also previously worked at Edward Jones, MetLife Securities Inc., Metropolitan Life Insurance Company, Mercantile Investment Services, Inc., and Corelink Financial, Inc.
SPECIALIZATIONS
Arlington, VA
0 Disclosures
ADVISOR BIO
Marc Alan Wehmeyer is an investment advisor representative registered with Praetorian Guard, A Division Of Praetorian Wealth Management,inc. Marc Alan Wehmeyer's registration began on 04/02/2016. Marc Alan Wehmeyer is a Certified Financial Planner. Marc Alan Wehmeyer is licensed to provide investment advice in Virginia. The firm specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
SPECIALIZATIONS
RICHMOND, VA
0 Disclosures
ADVISOR BIO
Marc Verdi is a financial professional with over 10 years of experience in the industry. Marc is currently registered with Godsey & Gibb Wealth Management and has previously worked at MORGAN STANLEY SMITH BARNEY. Marc holds the Series 7, Series 31, and Series 66 licenses and is a Certified Financial Planner and a Personal Financial Specialist. Marc specializes in providing financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
Roanoke, VA
24 Years Experience
0 Disclosures
ADVISOR BIO
Marc Daniel Hirshorn is a financial advisor with Commonwealth Financial Network. Marc has been working in the financial industry since 2001. His current employment with Commonwealth Financial Network began in 2017. Marc's previous employers include MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Marc holds the Series 6, 7, 63, and 65 licenses. Marc is registered in the following states: California, Florida, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wyoming.
SPECIALIZATIONS
Vienna, VA
17 Years Experience
0 Disclosures
ADVISOR BIO
Marc Kim is an active investment advisor representative with RBC Capital Markets, LLC, a firm with more than $50 billion in assets under management. Marc specializes in working with individuals, corporations and other businesses, pension and profit-sharing plans, high-net-worth individuals, charitable organizations, insurance companies, and pooled investment vehicles. Marc has been in the industry since December 2008 and has been registered as an investment advisor representative in 53 states and the District of Columbia. Marc holds Series 7, 9, 10, 63 and 66 licenses.
SPECIALIZATIONS
RICHMOND, VA
31 Years Experience
1 Disclosures
ADVISOR BIO
Marc Kevin Elim is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Marc has been working in the financial services industry since 1994, specializing in helping high-net-worth individuals, corporations, and other businesses develop and implement comprehensive financial plans. Marc is committed to providing personalized service and working closely with each client to understand their unique needs and goals.
SPECIALIZATIONS
RICHMOND, VA
9 Years Experience
3 Disclosures
ADVISOR BIO
Marc-anthony Randell Richardson is a financial advisor with LPL Financial LLC in RICHMOND, VA. Marc-anthony has been working in the financial services industry since 2015, and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Edward Jones. Marc-anthony holds FINRA Series 7 and 66 licenses.
SPECIALIZATIONS
VIENNA, VA
10 Years Experience
0 Disclosures
ADVISOR BIO
Marcel Haui Santos is a financial advisor with Cetera Investment Advisers LLC. Marcel has been in the financial services industry since July 2015. Marcel holds the Series 6, 7TO, 26, 63 and 65 licenses. Marcel specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Marcel is also a registered investment advisor in Maryland and Virginia.
SPECIALIZATIONS
ARLINGTON, VA
3 Years Experience
0 Disclosures
ADVISOR BIO
Marcel Damon Smith is a financial advisor with Wells Fargo Clearing Services, LLC. Marcel has been in the industry for over 2 years and is registered in Virginia. Marcel holds licenses Series 63, 65, and 6TO. Prior to joining Wells Fargo Clearing Services, LLC, Marcel worked at J.P. Morgan Securities LLC.
SPECIALIZATIONS