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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Schain is an investment advisor representative with Cetera Investment Advisers LLC. Marc has been in the industry since January 30, 2000. Marc holds Series 63, 65 and 7 licenses, as well as the SIE. Marc is currently registered in 14 states, including New York, California, Arizona, Florida, and others. Marc also has experience in accounting and tax preparation through Schain & Company CPAs. In addition to providing investment advice, Marc serves on the board of directors for several organizations, including Woodland Pond, Inc., the Jewish Congregation of New Paltz, and Shadowland Stages.
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.
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NY
04/12/2021 - Present
Cetera Investment Advisers LLC (NEW PALTZ NY)
IA
Issued 08/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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