Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Claude Zeitoun is a financial advisor with over 20 years of experience in the industry. Marc is currently registered with Columbia Management Investment Advisers, LLC in Massachusetts and New York. Marc also holds Series 7, 24 and 63 licenses. Marc is a Chartered Financial Analyst and specializes in providing asset liability management, credit analysis & asset allocation services. Marc has worked with clients such as investment companies, insurance companies, charitable organizations, corporations and individuals.
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.
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 liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
04/07/2021 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
08/07/2013 - 09/16/2016
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NY
01/12/2012 - 05/07/2012
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (NEW YORK NY)
NY
04/14/2009 - 05/07/2012
RYDEX DISTRIBUTORS, LLC (NEW YORK NY)
KS
10/05/2007 - 10/16/2009
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
NJ
02/23/1999 - 09/21/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
09/18/1996 - 02/12/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
08/16/1995 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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