
Marc Delphine
Registered Representative

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About me
Marc Delphine
Education

University of Phoenix
2005 - 2007Bachelor’s Degree Business, Management, Marketing, and Related Support Services 3.67
Portland State University
1998 - 2000Economics, Political Science 3.51Activities and Societies: Speech and Debate Team

George Fox University
2011 - 2013MBA Business Administration 3.71
Portland Community College
1995 - 1998Associate’s Degree Liberal Arts and Sciences, General Studies and Humanities 4.00
Experience

Fortis Investments
Nov 2000 - Sept 2003Registered RepresentativeFinancial Advisor

Transamerica Financial Advisors, Inc.
Sept 2003 - Sept 2012Financial AdvisorI help families protect what is important to them and plan for specific financial goals like retirement and college.Investment Advisor Representative with and offering securities and investment advisory services through Transamerica Financial Advisors, Inc (TFA) member FINRA, SIPC and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFA and Greater Life are not affiliated. LD41075-07-11Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, this site is intended for individuals residing in the following state: OR Show less

Equality Funds, Inc.
Jul 2007 - Dec 2015Owner, CEO Equality Funds, Inc.Organized, developed and led a team of qualified professionals to launch a start-up organizationManaged Legal, Compliance, Financial Accounting, Marketing & Sales DevelopmentCollaborated on investor pitch presentations, sales development & training; highly skilled in networking

Core Compliance & Legal Services, Inc.
Jan 2014 - Jan 2014Client
Prudential Financial
May 2017 - Apr 2022• Utilizes a variety of sources to recruit high-quality Financial Professional Associates (FPAs)• Actively participates in community events and networks with community leaders• Maintains relationships with college career centers and professors to recruit top talent
Retirement Counselor
Jul 2021 - Apr 2022Financial Advisor
May 2017 - Aug 2021Talent Acquisition Manager at The Prudential Insurance Company of America.
May 2017 - Jun 2020

Empower
Apr 2022 - nowRetirement Plan Counselor
Jan 2024 - nowSr Regional Retirement Counselor
Apr 2022 - now
Licenses & Certifications

Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Arizona State Office of the Insurance CommissionerMar 2001.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Mar 2016.webp)
Series 6
FINRA (Financial Industry Regulatory Authority)Dec 2000- View certificate

Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation
College for Financial PlanningOct 2022 
Series 66
NASAAApr 2016
Series 65
NASAANov 2004
Series 63
NASAAJan 2001
Volunteer Experience
Vice President, Board Member
Issued by Portland Area Business Association (PABA) on Feb 2003
Associated with Marc DelphineVolunteer Reader
Issued by SMART (Start Making A Reader Today) on Oct 1999
Associated with Marc DelphineCommissioner
Issued by Tigard Water Board on Jan 2006
Associated with Marc Delphine
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