Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Marcus Majtenyi is a financial advisor who has been active in the industry since 2011. Alec Marcus is currently registered with RMR Wealth Builders, Inc. Alec Marcus has Series 63, Series 7, Series 65, and SIE licenses. Alec Marcus has a Certified Financial Planner designation. Alec Marcus has been registered with various firms, including E*TRADE SECURITIES LLC and Vanguard Marketing Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting engagement for specific purpose such as education funding, estate planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Insurance compensation
1
2
NJ
06/21/2022 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
AZ
04/10/2019 - 07/12/2022
E*TRADE SECURITIES LLC (Gilbert AZ)
AZ
03/01/2016 - 04/11/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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