Marc Shepherd

Role
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Marc Shepherd

Putting together a plan to help meet your financial objective doesn’t have to be a chore.…

Experience

  1. Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

    Principal Financial Group

    Jun 2019 — Present

    Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, Securities and advisory products offered through Principal Securities, Inc, 800/24•••37,member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.

Education

  • University of Tennessee, Knoxville

    Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

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Marc Shepherd — Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group in Charlotte, NC, US | Unifers