Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Orloff is a financial advisor with Raymond James & Associates, Inc. located in Boston, Massachusetts. Marc has been in the industry since November 2, 1994 and holds a Series 7, 9, 10, 31, 63 and SIE. Marc has experience providing financial planning services to a wide range of clients, including individuals, corporations, and institutions. Prior to joining Raymond James, Marc was employed by J.P. Morgan Securities LLC.
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.
Please see note in schedule d - miscellaneous
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
MA
04/26/2019 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
02/11/2011 - 05/23/2018
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
06/01/2009 - 02/17/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
08/25/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NJ
06/16/1997 - 09/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
11/03/1994 - 07/01/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 11/14/1994
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 04/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1994
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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