Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Allen Yorkson is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc.. Marc is a licensed investment advisor in Florida and North Carolina and has been in the industry since 1978. Marc has been with Stifel, Nicolaus & Company, Inc. since 2009. Previously, Marc was employed at Wachovia Securities, LLC. Marc is currently registered as an investment advisor representative with Stifel, Nicolaus & Company, Inc. in Florida, North Carolina and Texas. Marc is experienced with providing financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
1
2
FL
10/12/2021 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
FL
01/01/2008 - 01/27/2009
WACHOVIA SECURITIES, LLC (CAPE CORAL FL)
FL
11/09/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CAPE CORAL FL)
NY
01/27/1989 - 11/18/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/14/1988 - 02/09/1989
SHEARSON LEHMAN HUTTON INC.
NA
01/11/1982 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/25/1978 - 03/22/1982
DEAN WITTER REYNOLDS INC.
IA
Issued 07/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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