Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Linsky is a financial advisor with Centaurus Financial, Inc. Marc has been in the financial services industry since 1986. Marc provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Marc is registered with the state of Delaware. Centaurus Financial, Inc. is a registered investment advisor with the SEC. The firm provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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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CA
07/29/2024 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
NJ
07/25/2018 - 04/18/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (MARLTON NJ)
NJ
07/06/2015 - 08/06/2018
CONCORDE INVESTMENT SERVICES, LLC (Marlton NJ)
NJ
10/21/2014 - 07/06/2015
SUMMIT BROKERAGE SERVICES, INC. (Marlton NJ)
NJ
01/11/2008 - 11/06/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (MARLTON NJ)
NJ
10/30/2003 - 01/14/2008
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
NY
09/08/1999 - 10/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/11/1997 - 09/16/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/31/1992 - 04/28/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/27/1989 - 08/26/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/22/1987 - 04/06/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
01/21/1986 - 01/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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