Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Israel is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Marc has been working in the financial services industry for over 18 years. Marc holds a Series 63, Series 66, and Series 7TO licenses. Marc is licensed to provide investment advice in 27 states and is currently registered with FINRA and the states of New Jersey and Texas. Marc's specialties include financial planning, retirement planning, and investment management. Fidelity Personal And Workplace Advisors is a firm that provides financial planning, investment management, and other services to individuals and businesses. Fidelity Personal And Workplace Advisors has over 15,000 employees and manages over $800 billion in assets.
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.
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
05/23/2024 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
BOTH
Issued 05/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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