Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Nufrio is an investment advisor representative with Stonex Securities Inc. Marc has over 30 years of experience in the financial services industry. Marc is licensed to provide investment advice in multiple states, and has a wide range of experience in various areas of finance including financial planning, portfolio management, and insurance. Marc has held previous roles with WRP Investments, Inc., OneAmerica Securities, Inc., TFS Securities, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, Marketing One Securities, Inc., Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. Marc is a member of Nufrio Financial Group LLC, Nufrio Wealth Management, and M Nufrio LLC.
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.
Financial consulting services
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
AL
06/11/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NJ
01/02/2013 - 09/12/2014
WRP INVESTMENTS, INC. (ROCKAWAY NJ)
NJ
03/30/2010 - 12/31/2012
ONEAMERICA SECURITIES, INC. (ROCKAWAY NJ)
NJ
06/24/2003 - 12/08/2009
TFS SECURITIES, INC. (LINCROFT NJ)
NY
05/03/1999 - 06/11/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/04/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
OR
11/17/1993 - 04/04/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
WI
12/16/1989 - 01/10/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
02/27/1990 - 11/30/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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