Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marks is an Investment Advisor Representative at Edelman Financial Engines. David has over 30 years of experience in the financial industry. David is registered with the states of New Jersey and Texas. David specializes in working with individuals, corporations, and charitable organizations. David also provides financial planning services, pension consulting, and educational seminars.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NJ
03/20/2023 - Present
Edelman Financial Engines (RED BANK NJ)
NJ
08/08/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (RED BANK NJ)
NJ
01/22/1993 - 08/12/2016
CHARLES SCHWAB & CO., INC. (PRINCETON NJ)
PA
11/21/1990 - 01/11/1993
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
07/21/1989 - 12/05/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 04/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/04/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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