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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Goldstein is an Investment Advisor Representative associated with Haven Wealth Group in Atlanta, Georgia. Marc has been in the industry since May 1993 and has experience with both Investment Advisor and Broker-Dealer registrations. Marc has passed the Series 63, 65 and 7 exams. Marc is a member of Haven Wealth Group's team which manages over $285 million in assets. The firm provides a range of financial planning services including portfolio management, pension consulting and publication of periodicals. Marc is a Registered Investment Advisor in Georgia.
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.
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.
A percentage of the total value of assets under management is charged.
Flat fee for financial plan
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GA
04/16/2018 - Present
Haven Wealth Group (Atlanta GA)
GA
05/04/1993 - 06/27/2011
DAVIS, MENDEL & REGENSTEIN, INC. (ATLANTA GA)
IA
Issued 07/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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