Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Silverman has been working in the financial industry since 1985. Marc is currently registered as a Registered Representative with Geneos Wealth Management, Inc., a firm that has been in business since 2009. Marc has also worked with Securities America, Inc. and MML Investors Services, Inc. previously. Marc is a Certified Financial Planner and a Chartered Financial Consultant. Marc's expertise includes portfolio management for individuals, businesses, and other investment advisors, as well as financial planning and pension consulting. Marc is also available to provide educational seminars to clients. Marc is a managing member of Carmarc LLC, which is an aviation organization. Marc is also a real estate owner and a private mortgage lender. Marc is a notary public.
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.
1
2
FL
07/05/2011 - Present
Geneos Wealth Management, Inc. (MIAMI FL)
FL
01/21/1997 - 06/30/2011
SECURITIES AMERICA, INC. (MIAMI FL)
MA
10/30/1985 - 02/04/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 08/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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