Unclaimed
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 a financial advisor with over 30 years of experience in the industry. Marc is currently registered with Kestra Advisory Services, LLC and has previously worked with Principal Securities, Inc., AXA Advisors, LLC, and Princor Financial Services Corporation. Marc holds licenses to provide both broker-dealer and investment advisory services and is registered in 18 states. Marc specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and more. Marc can assist clients with a variety of financial needs, including retirement planning, college savings, and investment management. Marc's current firm, Kestra Advisory Services, LLC is a large firm with over 1,200 investment advisor representatives and licensed agents. They provide a variety of services, including financial planning, investment management, and retirement planning. They serve a wide range of clients, including individuals, families, businesses, and institutions.
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.
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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TX
02/20/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
06/04/2013 - 02/23/2021
PRINCIPAL SECURITIES, INC. (NEW YORK NY)
NY
06/11/2008 - 06/10/2013
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/31/1994 - 06/10/2008
PRINCOR FINANCIAL SERVICES CORPORATION (NEW YORK NY)
CA
09/13/1993 - 09/27/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 08/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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