Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Barrett Levy is a financial advisor currently registered with Cetera Investment Advisers LLC. Marc has been in the industry since February 12, 1995. Marc has a wide range of experience in the financial services industry. They have held positions with Ameriprise Financial Services, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Marc is also a registered representative with MBL Financial Advisors and MBL Benefits Consulting.
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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NY
03/21/2024 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
02/11/2015 - 03/09/2020
AMERIPRISE FINANCIAL SERVICES, LLC (New York NY)
NY
11/17/1994 - 11/13/2014
METLIFE SECURITIES INC. (NEW YORK NY)
NY
11/17/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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