Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc David Lepselter is a financial advisor with Morgan Stanley in Melville, NY. Marc has been in the financial services industry since March 1998 and has held registrations with a variety of firms in New York, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and UBS Financial Services Inc. Marc is registered with the state of New York and Texas. He is also a licensed investment advisor representative with the firm. Marc has experience in providing financial planning, pension consulting, and educational seminars to clients. He also offers portfolio management services to businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/01/2009 - Present
Morgan Stanley (Melville NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREAT NECK NY)
NY
08/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (GREAT NECK NY)
NY
08/19/1998 - 08/16/2006
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
02/11/1998 - 07/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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