Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Marcus is a financial professional with over 25 years of experience in the industry. He is currently registered with Oppenheimer & Co. Inc. as a Series 7 and Series 63 licensed representative. Brett Marcus has also held positions at Morgan Stanley & Co., Incorporated and Dean Witter Reynolds Inc. Brett Marcus specializes in providing financial planning, portfolio management, and other advisory services for a variety of client types, including individuals, corporations, and institutions.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/21/2003 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
08/21/2000 - 04/23/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
05/01/1996 - 08/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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