Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Alexander Cabrera is a financial professional with over 20 years of experience in the financial industry. Marc is a registered representative with Oppenheimer & Co. Inc. and has held previous positions at Morgan Joseph Triartisan LLC, Capitalink, L.C., Pinnacle Capital Group, L.C., Bear, Stearns & Co. Inc., and Smith Barney Inc. Marc's extensive experience and expertise in the financial industry make him a valuable resource for clients seeking financial guidance and investment management services. Marc has a strong track record of providing clients with personalized financial advice and investment strategies tailored to their individual needs and goals.
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
CO
07/10/2013 - Present
Oppenheimer & Co. Inc. (DENVER CO)
FL
10/04/2004 - 06/21/2013
MORGAN JOSEPH TRIARTISAN LLC (MIAMI FL)
NY
01/29/2004 - 09/30/2004
CAPITALINK, L.C. (NEW YORK NY)
NY
06/21/1999 - 12/08/1999
PINNACLE CAPITAL GROUP, L.C. (NEW YORK NY)
NY
07/20/1994 - 06/12/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
FL
04/16/1998 - 05/19/1998
BARBER & BRONSON INCORPORATED (MIAMI FL)
NY
06/14/1993 - 06/09/1994
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 01/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2004
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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