Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Markovitz is an investment advisor representative with MML Investors Services, LLC. Marc has been in the industry for over 20 years. Marc is registered with the state of Connecticut and has also passed the Series 6, Series 63, Series 65 and SIE exams. Marc has been a registered representative with MSI FINANCIAL SERVICES, INC. and has worked with Metropolitan Life Insurance Company. Marc has a specialization in several areas including asset allocation programs, financial planning, pension consulting and educational seminars. Marc also provides portfolio management for businesses 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (GLASTONBURY CT)
CT
11/27/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)
CT
11/27/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GUILFORD CT)
IA
Issued 11/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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