Marc Zeller, financial advisor Charlotte NC
96 score

Marc Zeller

CRD Number: 3021344
Current Firm: Fifth Third Securities, Inc.

Marc Zeller (CRD# 3021344) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry. Marc Zeller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fifth Third Securities Huntersville, NC Jun 2009 - Current 7
First Investors Corporation Charlotte, NC Feb 1998 - Jun 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Marc E. Zeller
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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