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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 Goldfarb is a financial advisor with over 20 years of experience in the financial services industry. Currently, Marc Goldfarb is registered with Equitable Advisors, LLC. Marc Goldfarb's previous experience includes Morgan Stanley, Citigroup Global Markets Inc. and UBS Financial Services Inc. Marc Goldfarb is a Series 65 and 63 licensed individual with the state of New Jersey. Marc Goldfarb also holds the Series 7 and SIE registrations. Marc Goldfarb specializes in financial planning, portfolio management for businesses and individuals, and pension 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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2
NJ
09/17/2020 - Present
Equitable Advisors, LLC (MARLBORO NJ)
NY
06/01/2009 - 10/14/2019
MORGAN STANLEY (NEW YORK NY)
NY
11/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
04/16/1999 - 08/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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