Marc Stasik, financial advisor Frankenmuth MI
90 score

Marc Stasik

CRD Number: 6027602
Current Firm: Spc

Marc Stasik (CRD# 6027602) is an Investment Advisor Representative working at Spc in Frankenmuth, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI Apr 2013 - Current 3
Sigma Planning Corporation Ann Arbor, MI Apr 2013 - Current 3
Axa Advisors, LLC New York, NY Mar 2012 - Apr 2013 1
Frankenmuth Driving School Frankenmuth, MI Jun 2010 - Nov 2012 2
Northwood University Midland, MI Sep 2011 - Mar 2012 < 1
Northwood University Midland, MI Feb 2011 - Jul 2011 < 1
Northwood University Midland, MI Aug 2010 - Jul 2011 < 1
Northwood University Midland, MI Aug 2009 - Jul 2011 1
Pesg Burton, MI Mar 2010 - Jun 2010 < 1
Miller Apple Midland, MI Dec 2009 - Mar 2010 < 1
Windy City Fieldhouse Chicago, MI May 2007 - Jul 2009 2
University Of Michigan Ann Arbor, MI Sep 2003 - Apr 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Marc R. Stasik
Phone Number: 734-663-1611
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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