Marc A. Morell
Professional summary
Marc Anthony Morell, who also goes by Marc Anthony Morell, Marc Morell, Marc A Morell, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.
Marc is registered as a RR (Registered Representative) and started their career in finance in 1995. Marc has worked at 16 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 10, Series 9, Series 4, Series 24 and Series 8 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Marc Anthony Morell's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2026 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108October 3, 2024 - November 7, 2025
BALANZ CAPITAL USA LLC
May 1, 2020 - August 18, 2023
SNOWDEN ACCOUNT SERVICES LLC
October 5, 2016 - January 7, 2020
WELLS FARGO CLEARING SERVICES, LLC
October 5, 2016 - January 7, 2020
WELLS FARGO CLEARING SERVICES, LLC
March 14, 2016 - September 29, 2016
CITIGROUP GLOBAL MARKETS INC.
March 2, 2016 - September 29, 2016
CITIGROUP GLOBAL MARKETS INC.
October 2, 2012 - February 3, 2016
KOVACK ADVISORS, INC.
September 11, 2012 - February 3, 2016
KOVACK SECURITIES INC.
July 18, 2011 - July 17, 2012
TRUIST INVESTMENT SERVICES, INC.
July 12, 2011 - July 17, 2012
TRUIST INVESTMENT SERVICES, INC.
August 12, 2010 - June 3, 2011
HARRISDIRECT LLC
July 28, 2010 - June 3, 2011
E*TRADE SECURITIES LLC
August 25, 2009 - July 30, 2010
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
July 15, 2009 - July 30, 2010
TD AMERITRADE, INC.
July 13, 2009 - July 30, 2010
TD AMERITRADE, INC.
May 29, 2007 - June 4, 2009
CITIGROUP GLOBAL MARKETS INC.
May 29, 2007 - June 4, 2009
CITIGROUP GLOBAL MARKETS INC.
February 20, 2004 - May 29, 2007
CITICORP INVESTMENT SERVICES
October 16, 2003 - May 29, 2007
CITICORP INVESTMENT SERVICES
November 2, 1995 - October 22, 2003
CHARLES SCHWAB & CO., INC.
October 26, 1995 - October 22, 2003
CHARLES SCHWAB & CO., INC.
June 22, 1995 - November 7, 1995
GKN SECURITIES CORP.
April 6, 1995 - June 26, 1995
BILTMORE SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2026)
(6/29/2026)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 8
Date: 8/12/1997
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
CONCORDE INVESTMENT SERVICES, LLC
CRD#: 151604 / SEC#: , 8-68388
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CONCORDE HOLDINGS INC. | OWNER / MANAGING MEMBER | |
| ARNOLD, AMY PERRYMAN | CHIEF DUE DILIGENCE OFFICER | 3037672 |
| DELONGCHAMP, DANIELLE LEIGH | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 4901901 |
| GAKENHEIMER, JOHN HERBERT | REGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL | 810171 |
| HOFER, KATHLEEN ANN | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1087639 |
| LOBERG, NICHOLAS | DIRECTOR OF BROKERAGE OPERATIONS | 6778518 |
| MCMURRY, KEITH | CHIEF OPERATIONS OFFICER | 5647966 |
| STACEY, JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER | 2536581 |
| WOOLSON, NICOLE RENEE | DIRECTOR OF COMPLIANCE | 3143232 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
