Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Frederick Strasser is a financial professional with over 40 years of experience in the industry. Marc is registered with Ameriprise Financial Services, LLC and has been with the firm since 2019. Before joining Ameriprise, Marc worked with Morgan Stanley for 10 years, and Citigroup Global Markets Inc. for 1 year. Prior to that, Marc was with UBS Financial Services Inc. for 19 years, and The G.M.S. Group, Inc. for 1 year. Marc has a strong background in financial planning, portfolio management, and asset allocation services. Marc is dedicated to helping clients achieve their financial goals.
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.
Asset allocation 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
FL
07/31/2024 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
06/01/2009 - 04/23/2019
MORGAN STANLEY (BOCA RATON FL)
FL
01/07/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
07/03/1989 - 01/11/2008
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
NA
11/02/1988 - 07/29/1989
THE G.M.S. GROUP, INC.
NA
01/30/1984 - 12/31/1988
MOORE & SCHLEY, CAMERON & CO.
NA
01/17/1984 - 01/27/1988
MOORE & SCHLEY MUNICIPALS, INC.
NA
05/24/1982 - 01/06/1984
MARKS, ALLEN & CO.
BC
Issued 05/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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