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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 Elliott Feldman is a financial advisor at Morgan Stanley. Marc has been in the financial industry since 1991. Marc holds licenses for both broker-dealer and investment advisor activities, and is registered in 41 states. His areas of specialization include retirement planning, education planning, wealth management and investment management. Marc has been a financial advisor with Morgan Stanley and its predecessors since 2000.
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
MD
06/01/2009 - Present
Morgan Stanley (Rockville MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROCKVILLE MD)
MD
09/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ROCKVILLE MD)
MO
10/01/1999 - 10/27/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/27/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
08/14/1991 - 09/10/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 06/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1991
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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