Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Pennington Partners & CO., LLC

location

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

FMP Wealth Advisers

location

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

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

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MacQuarie Investment Management Business Trust

location

PHILADELPHIA, PA

experience

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

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Chevy Chase Trust Co.

location

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

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

RALEIGH, NC

experience

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Aquilo Capital Management, LLC

location

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

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Orion Portfolio Solutions, LLC

location

OMAHA, NE

experience

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

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PHOENIX, AZ

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Apollon Wealth Management, LLC

location

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?