Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Lowenberg is a financial advisor with over 25 years of experience in the industry. Marc has a strong background in providing financial planning, investment management and asset allocation services to individuals, families and businesses. Marc is a Certified Financial Planner and a Chartered Financial Consultant. He is also a registered representative of MML Investors Services, LLC. Marc's firm provides a range of investment services including investment management, financial planning, pension consulting, asset allocation programs, and educational seminars. The firm also serves a variety of client types including individuals, families, high-net-worth individuals, businesses, corporations, charitable organizations, trusts, and pension and profit sharing plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
01/07/2021 - Present
MML Investors Services, LLC (Conshohocken PA)
PA
11/02/2018 - 01/07/2021
ROYAL ALLIANCE ASSOCIATES, INC. (DEVON PA)
PA
05/02/1996 - 11/02/2018
SIGNATOR INVESTORS, INC. (DEVON PA)
MA
05/02/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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