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Marc Efram Sukoneck is an Investment Advisor Representative at Stifel, Nicolaus & Company, Inc.. Marc has been in the securities industry since 1997. Marc works in the Morristown, NJ branch of Stifel, Nicolaus & Company, Inc.. Marc has passed the Series 63, Series 65, Series 7, and SIE exams. Marc is registered with the following states: California, Connecticut, Delaware, Florida, Illinois, Massachusetts, Missouri, Montana, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
08/21/2007 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
07/30/1997 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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