Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Eugene Apgar is a financial advisor with Benjamin F. Edwards & Company, Inc. Marc has over 30 years of experience in the financial services industry. Marc holds Series 3, 7, 9, 10, 63 and 65 licenses. Marc is a Certified Financial Planner. Marc specializes in providing financial planning, portfolio management and other advisory services to individuals, businesses, and retirement plans. Marc works with clients in a number of states including California, Colorado, Delaware, Florida, Kentucky, Massachusetts, Minnesota, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Texas and Washington.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
12/02/2021 - Present
Benjamin F. Edwards & Company, Inc. (MORRISTOWN NJ)
NJ
01/01/2008 - 12/06/2021
WELLS FARGO CLEARING SERVICES, LLC (MORRISTOWN NJ)
NJ
06/13/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORRISTOWN NJ)
NJ
06/09/1992 - 07/05/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/21/1989 - 06/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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