Marc Delphine

Marc Delphine

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location of Marc DelphineUnited States

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  • Timeline

  • About me

    Marc Delphine

  • Education

    • University of Phoenix

      2005 - 2007
      Bachelor’s Degree Business, Management, Marketing, and Related Support Services 3.67
    • Portland State University

      1998 - 2000
      Economics, Political Science 3.51

      Activities and Societies: Speech and Debate Team

    • George Fox University

      2011 - 2013
      MBA Business Administration 3.71
    • Portland Community College

      1995 - 1998
      Associate’s Degree Liberal Arts and Sciences, General Studies and Humanities 4.00
  • Experience

    • Fortis Investments

      Nov 2000 - Sept 2003
      Registered Representative

      Financial Advisor

    • Transamerica Financial Advisors, Inc.

      Sept 2003 - Sept 2012
      Financial Advisor

      I 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 2015
      Owner, 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 2014
      Client
    • 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 2022
      • Financial Advisor

        May 2017 - Aug 2021
      • Talent Acquisition Manager at The Prudential Insurance Company of America.

        May 2017 - Jun 2020
    • Empower

      Apr 2022 - now
      • Retirement Plan Counselor

        Jan 2024 - now
      • Sr Regional Retirement Counselor

        Apr 2022 - now
  • Licenses & Certifications

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Arizona State Office of the Insurance Commissioner
      Mar 2001
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Mar 2016
    • Series 6

      FINRA (Financial Industry Regulatory Authority)
      Dec 2000
    • Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation

      College for Financial Planning
      Oct 2022
      View certificate certificate
    • Series 66

      NASAA
      Apr 2016
    • Series 65

      NASAA
      Nov 2004
    • Series 63

      NASAA
      Jan 2001
  • Volunteer Experience

    • Vice President, Board Member

      Issued by Portland Area Business Association (PABA) on Feb 2003
      Portland Area Business Association (PABA)Associated with Marc Delphine
    • Volunteer Reader

      Issued by SMART (Start Making A Reader Today) on Oct 1999
      SMART (Start Making A Reader Today)Associated with Marc Delphine
    • Commissioner

      Issued by Tigard Water Board on Jan 2006
      Tigard Water BoardAssociated with Marc Delphine