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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 Koven is an investment advisor representative with Cypress Wealth Services, LLC based in Palm Desert, California. Marc has been in the industry since 2005 and has experience working at various financial institutions including Morgan Stanley and Purshe Kaplan Sterling Investments. Marc is a licensed advisor in California and Texas and holds the Series 7, Series 31, Series 66 and SIE licenses. Marc's firm, Cypress Wealth Services, provides financial planning, portfolio management, and selection of other advisors to individuals and businesses.
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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2
CA
04/04/2018 - Present
Cypress Wealth Services, LLC (PALM DESERT CA)
CA
04/21/2014 - 03/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)
CA
06/01/2009 - 05/01/2014
MORGAN STANLEY (PALM DESERT CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM DESERT CA)
CA
03/25/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PALM DESERT CA)
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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