Years of Experience
5-20+ Years
BETHESDA, MD
0 Disclosures
ADVISOR BIO
Marc Halsema is an Investment Advisor Representative associated with Pennington Partners & CO., LLC. Marc's professional experience spans multiple industries, including Financial Services, Investment Banking, and Accounting. Marc holds a Series 65 license, allowing him to provide investment advisory services. Marc specializes in portfolio management for individuals, pooled investment vehicles, and investment advisory services for high-net-worth individuals.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Marc Lester Hixson is a financial professional with over 24 years of experience in the industry. Marc is currently registered with FMP Wealth Advisers, and has been with the firm since 1998. Marc holds Series 6 and Series 63 licenses. Marc is a licensed advisor in Texas and Louisiana. Marc specializes in providing financial planning, portfolio management, and selection of other advisers to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and pooled investment vehicles.
SPECIALIZATIONS
PLANO, TX
0 Disclosures
ADVISOR BIO
Marc Kesner is a registered investment advisor representative with Fisher Investments in Plano, Texas. Marc has been in the financial services industry for over 20 years, with previous experience at TD Ameritrade, Scottrade, and Charles Schwab. Marc holds a Series 7, Series 31, Series 63, and Series 66 securities licenses. Marc specializes in providing portfolio management services to individuals, families, and institutional clients.
SPECIALIZATIONS
PHILADELPHIA, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Marc Francis Dippolito is a financial advisor at Macquarie Investment Management Business Trust in Philadelphia, Pennsylvania. Marc has been in the financial services industry since 2005. He is licensed in 53 states, and has a Series 3, 7, 55 and 63 licenses, as well as a Series 65 license. He previously worked at Miller Tabak + Co., LLC, McNamara Trading Company, and VTRADER PRO, LLC. Marc specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
SPECIALIZATIONS
BETHESDA, MD
0 Disclosures
ADVISOR BIO
Marc Wishkoff is a Registered Representative at Chevy Chase Trust Co. Marc has been in the industry since 2001 and has held registrations in several states, including California, District of Columbia, Maryland, Nevada, New Mexico, New York, South Carolina, Texas, Virginia and Wyoming. Marc's experience includes working at Citigroup Global Markets Inc. and UST Securities Corp.
SPECIALIZATIONS
RALEIGH, NC
20 Years Experience
0 Disclosures
ADVISOR BIO
Marc Casiano is a financial advisor at Captrust. Marc has been working in the financial industry since 2004 and has experience in a variety of areas, including portfolio management, financial planning, and pension consulting. Marc is a registered investment advisor (IA) and is also registered with FINRA. Marc holds a Series 66 license and a Series 24 license. Marc is passionate about helping his clients achieve their financial goals.
SPECIALIZATIONS
SAN FRANCISCO, CA
0 Disclosures
ADVISOR BIO
Marc Schneidman is a registered investment advisor representative with Aquilo Capital Management, LLC. Marc has been in the securities industry since 2009. Marc's prior experience includes serving as director of Biotica Technology, Ltd., a private biotechnology company located in Cambridge, England. Marc holds a Series 63, Series 65 and Series 7 license. Marc is registered in California and has a total of 4 accounts under management.
SPECIALIZATIONS
OMAHA, NE
29 Years Experience
0 Disclosures
ADVISOR BIO
Marc Laurence Tobias is a financial advisor with over 25 years of experience in the industry. Marc Tobias is currently registered with Orion Portfolio Solutions, LLC in Omaha, Nebraska and Berwyn, Pennsylvania. Marc Tobias is also registered as an Investment Advisor Representative (IAR) in Nebraska. Marc Tobias has been registered with the Securities and Exchange Commission (SEC) since 2009. Previously, Marc Tobias was employed by PCS Distributors, LLC in Philadelphia, Pennsylvania, Brinker Capital Securities, Inc. in Berwyn, Pennsylvania, and Vanguard Marketing Corporation in Malvern, Pennsylvania. Marc Tobias holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Marc Tobias has a strong track record of providing financial advice to individuals, businesses, and institutions. Marc Tobias specializes in portfolio management, pension consulting, and selection of other advisors. Marc Tobias currently provides portfolio management for educational savings and ABLE plans.
SPECIALIZATIONS
PHOENIX, AZ
8 Years Experience
0 Disclosures
ADVISOR BIO
Marc Sweet is a financial advisor with over 3 years of experience in the financial services industry. Marc is currently registered with Stifel, Nicolaus & Company, Inc. and is licensed in 24 states. Marc has a strong background in securities and financial planning, having passed the Series 63, SIE and Series 7 exams. Marc specializes in providing a wide range of financial services to individuals, businesses, and institutions, including portfolio management, financial planning, and investment advisory services.
SPECIALIZATIONS
RENO, NV
0 Disclosures
ADVISOR BIO
Marc Radow is an Investment Advisor Representative at Apollon Wealth Management, LLC. Marc has been in the industry for over 11 years. Marc is registered with the state of Nevada and holds the Series 65 license. Marc has a strong track record of helping individuals, families, and businesses achieve their financial goals. Marc also manages JAGR Capital Management, LLC a Wyoming Limited Liability Company involved in financial consulting.
SPECIALIZATIONS