Marc Hallick
- Role
- Managing Director, Senior Vice President, Wealth Management at Raymond James
- Location
- Sumter County, FL, US
- LinkedIn followers
- 500 followers
About Marc Hallick
By focusing on each investor’s specific needs, I develop strategies that help clients and…
Experience
Managing Director, Senior Vice President, Wealth Management
Apr 2019 — Present
My mission is to provide every client with targeted, comprehensive financial advice and portfolio analysis - delivered with the highest level of personal service and professional integrity. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Skills
- Strategic Financial Planning
- Asset Allocation
- Banking
- Investments
- Financial Services
- Financial Analysis
- Strategic Investment Planning
- Financial Advisory
- Securities
- Retirement
- Financial Planning
- Retirement Planning
- Finance
- Insurance
- Mutual Funds
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