Edward Jones Investments - Marc Rossouw

Edward Jones Investments - Marc Rossouw

No reviews yet
Plano, TX & Online

About

Advanced wealth planning and in particular structuring portfolios to minimize long term tax exposures. Wholistic planning! We partner together and I help you organize and manage, protect and grow and ultimately spend and transfer your hard earned money!

I enjoy learning about people and their unique goals and partnering with them using our established processes to help them teach those goals.


Highlights

Hired 1 time
2 employees
11 years in business
Serves Plano, TX
Offers online services

Social media


No reviews (yet)

Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Frequently asked questions

Series 7 & 66

AAMS

CRPC