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 Montaldo is an investment advisor representative at Morgan Stanley. Marc has been working in the financial industry since April 18, 2010, and has held positions at E*TRADE SECURITIES LLC and Ameriprise Financial Services, Inc. Marc holds the Series 66, 24, 7, and SIE licenses. Marc specializes in asset allocation advice, financial planning, and portfolio management. Marc has experience working with individuals, businesses, investment companies, insurance companies, investment clubs, and charitable organizations. Marc provides investment advisory services in New York and Connecticut.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/16/2021 - Present
Morgan Stanley (New York NY)
NY
02/02/2011 - 09/10/2013
E*TRADE SECURITIES LLC (NEW YORK NY)
NY
01/01/2007 - 10/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HARRISON NY)
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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