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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 Harris Singer is a financial advisor with over 30 years of experience in the financial services industry. Marc is currently registered with Mariner Wealth Advisors, located in Coral Gables, FL. Marc's previous experience includes roles at Singer Xenos Securities, CORP., Diversified Capital Corporation, Huttoe & Associates, INC., Focus Securities, INC., and Guardian Investor Services Corporation. Marc holds several licenses and certifications, including the Series 7, 6, 22, 24, 28, 63, 99TO, and SIE. Marc is a Certified Financial Planner™. Marc provides a range of financial planning and investment management services to individuals, families, and businesses. Marc specializes in retirement planning, college savings, estate planning, and investment management.
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.
Family office 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.
1
2
FL
06/07/2019 - Present
Mariner Wealth (CORAL GABLES FL)
FL
12/21/2001 - 08/23/2019
SINGER XENOS SECURITIES, CORP. (CORAL GABLES FL)
FL
12/14/1993 - 01/31/2002
DIVERSIFIED CAPITAL CORPORATION (MIAMI BEACH FL)
NA
07/23/1986 - 11/29/1993
HUTTOE & ASSOCIATES, INC.
NA
02/18/1986 - 08/07/1986
FOCUS SECURITIES, INC.
NA
04/03/1985 - 02/28/1986
GUARDIAN INVESTOR SERVICES CORPORATION
BC
Issued 09/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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