Marc Morell Email & Phone Number
Chief Compliance Officer @ Balanz USA
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Marc Morell Location
- Florida, United States
Marc Morell Work
- Chief Compliance Officer @ (August 2023 - Present)
- Osj Supervisor @ (September 2012 - Present)
- Financial Advisor and Assistant Vice President @ (August 2011 - July 2012)
- Financial Consultant @ (January 2009 - January 2010)
- Financial Advisor and Assistant Vice President @ (October 2003 - October 2009)
- Branch Manager and Vice President @ (October 1994 - October 2003)
- Broker @ Biltmore Securities (January 1994 - January 1995)
- Supervisory Principal @
Marc Morell Skills
- Wealth Management
- Portfolio Management
- Retirement Planning
- Financial Planning
- Asset Management
- Wealth
- Retirement
- Investments
- Insurance
- 401 K Rollovers
- Tax Reduction Strategies
- Estate Planning
- Series 7
- Series 65
- Series 63
- Series 8
- Tax
- FINRA
- 401k
- Strategic Financial Planning
- Alternative Investments
- Investment Strategies
- Credit
- Risk Management
- Wealth Management Services
- Finance
- Mutual Funds
- Banking
- Uniform Combined State Law
- Securities
- Series 24
- Asset Allocation
- Financial Planners
- Financial Advisory
- Financial Services
- Capital Markets
- Fixed Annuities
- Fixed Income
- Equities
- Cash Management
- Bonds
- Series 6
- IRAs
- Options
- Life Insurance
- Separately Managed Accounts
- Private Banking
- Hedge Funds
- Trading
- Pensions
Marc Morell Summary
- Marc Morell, based in Florida, United States, is currently a Chief Compliance Officer at Balanz USA. Marc Morell brings experience from previous roles at Kovack Securities, Inc., Suntrust Investment Services, Inc., Td Ameritrade and Morgan Stanley. With a robust skill set that includes Wealth Management, Portfolio Management, Retirement Planning, Financial Planning, Asset Management and more. Marc Morell has 2 emails and 1 mobile phone numbers on RocketReach.
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