Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Minkoff is a financial advisor with over 35 years of experience in the industry. Marc currently works for Osaic Wealth, Inc. located in Palm Desert, CA. Marc has previously worked for several other firms including Woodbury Financial Services, Inc., Wells Fargo Advisors, LLC, Prudential Securities Incorporated, First Union Securities, Inc., Smith Barney Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc. Marc holds Series 3, 7 and 63 securities licenses as well as a Series 65 investment advisor license. Marc specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans and state and municipal government entities.
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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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (PALM DESERT CA)
CA
11/25/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PALM DESERT CA)
CA
07/01/2003 - 11/27/2015
WELLS FARGO ADVISORS, LLC (INDIAN WELLS CA)
NY
06/27/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
06/01/1994 - 07/24/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
07/31/1993 - 06/08/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/23/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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