Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Karp is a financial professional with over 40 years of experience in the industry. Marc has a strong background in securities and investments, holding registrations with FINRA and various states. Marc is currently a registered representative with Stifel, Nicolaus & Company, Inc. Previously, Marc was employed by Ryan Beck & Co. and Gruntal & Co., L.L.C. Marc's career began in 1979 at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marc provides a range of advisory services, including financial planning, portfolio management, pension consulting and educational seminars.
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
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (HEWLETT NY)
NY
06/19/1980 - 05/17/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
11/23/1979 - 07/17/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/17/1979
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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