Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen M. Marcus is an experienced financial professional with over 20 years in the industry. Ellen Marcus has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Ellen is currently registered with Oppenheimer & Co. Inc. where she focuses on a variety of areas including: Portfolio Management, Financial Planning and Retirement Planning. Prior to Oppenheimer & Co. Inc. Ellen Marcus was with UBS Financial Services Inc. and Dreyfus Service 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.
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
PA
06/09/2009 - Present
Oppenheimer & Co. Inc. (MONROEVILLE PA)
PA
06/24/2005 - 06/04/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
NY
09/10/2002 - 03/16/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
PA
02/28/2001 - 12/11/2001
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
BOTH
Issued 11/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
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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