Marc attended San Francisco State University, graduating in 1984 with a Bachelor of Science degree in Business Administration. He has also successfully passed his Series 3, Series 7, and Series 63 examinations. Additionally, Marc holds a CA Insurance license as of 1991.
He served in various capacities in the Investment Advisory business, including the following:
Name of Employer | Title | Period of Employment |
MKT Advisors LLC | Managing Partner & Investment Adviser Representative | 06/2012 to Present |
Morgan Stanley | Financial Advisor | 08/2007 to 05/2012 |
AG Edwards & Sons | Financial Consultant | 01/1994 – 08/2007 |