Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Anthony Bongiorno is an active investment advisor representative who has been in the industry since 1997. Marc is currently registered with Osaic Wealth, Inc. and has previously been registered with Prime Capital Services, Inc. and Royal Alliance Associates, Inc. Marc has a wide range of experience in the financial services industry, including insurance, tax, and accounting. Marc is dedicated to providing his clients with comprehensive financial advice, including investment planning, retirement planning, and tax planning.
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.
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2
NJ
03/28/2017 - Present
Osaic Wealth, Inc. (RED BANK NJ)
NY
01/14/1999 - 12/13/2006
PRIME CAPITAL SERVICES, INC. (FLUSHING NY)
AZ
02/07/1997 - 01/14/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 02/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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