Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Lindner is a financial advisor at Fidelity Personal And Workplace Advisors. Marc has over 20 years of experience in the financial services industry. Marc specializes in providing financial planning and investment management services to individuals, families, and businesses. Marc has been registered with FINRA since 1997 and has a strong track record of success. Marc is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
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2
CA
09/01/2022 - Present
Fidelity Personal AND Workplace Advisors (SANTA MONICA CA)
NY
07/30/2001 - 07/10/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
03/20/1997 - 08/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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