Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Brown has been in the financial services industry since 2000. Marc is currently registered with Janney Montgomery Scott LLC and has been with the firm since 2007. Marc holds the Series 6, Series 7, Series 63, and Series 65 licenses and has been registered in 35 states. Previously, Marc worked at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Veravest Investments, Inc., and First Montauk Securities Corp. Marc is committed to providing clients with personalized financial advice and investment solutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
02/13/2014 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
PA
12/09/2004 - 07/25/2007
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
02/27/2003 - 12/10/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/06/2001 - 02/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
09/28/2000 - 07/11/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 03/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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