Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Guido is an investment advisor representative at RMR Wealth Builders, Inc. He has been in the financial services industry for over 10 years and has experience in various areas, including personal financial planning, portfolio management, and insurance. Marc holds the Series 66, SIE, and Series 7 licenses. He is a dedicated advisor with a strong track record of success and a commitment to helping clients achieve their financial goals. Marc has also worked at several other financial institutions, including Calton & Associates, Inc. and Hennion & Walsh, Inc.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
02/15/2019 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
02/02/2019 - 01/02/2023
CALTON & ASSOCIATES, INC. (Montclair NJ)
NJ
01/08/2018 - 05/31/2018
HENNION & WALSH, INC. (PARSIPPANY NJ)
NJ
10/06/2017 - 11/03/2017
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NJ
09/12/2017 - 09/14/2017
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NJ
03/08/2016 - 01/10/2017
COMMONWEALTH FINANCIAL NETWORK (Rockaway NJ)
NY
07/23/2012 - 12/01/2014
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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