Broker Check
Marc Gillespie

In addition to 30 years of experience, I hold the following licenses:

  • Life, Accidental and Health licenses
  • FINRA Series: 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law Exam), 7 (General Securities Representative), 24 (General Securities Principal), and 51 (Municipal Fund Securities Principal) licenses

As a 1976 honors graduate with a B.S. from Penn State University, I have continued my education, obtaining the following degrees and designations:

*From the American College, Bryn Mawr, PA:

  • Chartered Life Underwriter (CLU) - 1986
  • Chartered Financial Consultant (ChFC) - 1986
  • Master of Science in Management (MSM) - 1991
  • Chartered Leadership Fellow (CLF) - 1999

*From the American Institute of Retirement Planners:

  • Certified 401k Specialist (CFKA) - 1997

*From the Institute of Business and Finance:

  • Certified Fund Specialist (CFS) - 1996

In addition to obtaining these degrees and designations, I also must comply with the continuing education requirements totalling 60 hours per year, so I can keep current in these subjects.