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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Marcus is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey Marcus is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with UBS PaineWebber Inc., Chapdelaine & Co., and Kidder, Peabody & Co. Incorporated. Jeffrey Marcus is licensed to offer investment advice in over 50 states, as well as in Texas and Florida. Jeffrey Marcus holds Series 7, 63 and 65 licenses and is a member of FINRA. Jeffrey Marcus focuses on providing investment advice and portfolio management services to 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/19/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
NJ
06/29/2000 - 06/11/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/23/1995 - 03/30/2000
CHAPDELAINE & CO. (NEW YORK NY)
NY
05/14/1991 - 01/31/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
03/24/1987 - 04/01/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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