MS
CFP
MS
CFP
Marc Schliefer is a CFP-designated registered investment advisor, based in Bethesda, MD, with 42 years of industry experience.
Location
7910 Woodmont Ave #900, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
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Regulatory
May 1993Final
Other Business ActivitiesSells Insurance
Marc is an investment advisory representative at CWM, LLC DBA Carson Group Partners and owns Equity Planning, Inc. He also sells various insurance products, including life, health, disability, annuities, and long-term care, and owns rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Cwm, LLC
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
May 2013 - January 2017 · 3 yrs 8 mos
US Financial Advisors, LLC
May 2013 - January 2016 · 2 yrs 8 mos
Lincoln Financial Securities Corporation
December 2008 - May 2013 · 4 yrs 5 mos
Lincoln Financial Securities CorporationBroker
October 1984 - May 2013 · 28 yrs 7 mos
Reliastar Financial Marketing CORP.Broker
June 1983 - October 1984 · 1 yr 4 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.