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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 Wisotsky is an investment advisor representative with Morgan Stanley. Marc has been in the securities industry since December 21, 1987. Marc has a Series 63 and Series 65 licenses and also holds the Series 3, Series 7 and SIE licenses. Marc has been registered with Morgan Stanley since June 2009 and was previously registered with Citigroup Global Markets Inc. and Morgan Stanley DW Inc.. Marc has a presence in 28 states for both Broker-Dealer and Investment Advisor registrations. Marc Wisotsky is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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
NJ
04/14/2022 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
01/09/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAWRENCEVILLE NJ)
NY
12/22/1987 - 01/09/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
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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