Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Jay Beshany is a financial advisor registered with Wells Fargo Clearing Services, LLC. Marc has been in the financial services industry for over 33 years and has been with Wells Fargo Advisors LLC since 2009. Marc holds a Series 63, Series 65, Series 7, Series 3, Series 9, Series 10, and Series 8 licenses. Marc is registered with the state of Michigan. Marc is also a registered investment advisor with the state of Florida. Marc's specializations include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/09/2016 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
NY
03/01/1991 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/12/1989 - 08/01/1989
R.B. WEBSTER INVESTMENTS, INC.
NA
06/13/1989 - 07/29/1989
BACHUS & STRATTON SECURITIES, INC.
NA
05/24/1989 - 06/15/1989
FIRST SWISS INTERNATIONAL SECURITIES CORPORATION
NA
05/05/1989 - 05/30/1989
G. K. SCOTT & CO., INC.
NA
04/19/1988 - 04/29/1989
PROFILE INVESTMENTS CORPORATION
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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