Unclaimed
Marc Jay Wechsler is a financial professional with over 20 years of experience in the industry. Marc is currently registered with BTIG, LLC. Marc has also been previously registered with First New York Securities L.L.C., Banc of America Securities LLC, and Montgomery Securities. Marc holds several licenses, including Series 7, 24, 55, 57TO, and 63. Marc is a highly experienced and well-qualified financial advisor.
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.
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.
1
2
CA
03/27/2008 - Present
Btig, LLC (SAN FRANCISCO CA)
NY
05/22/2003 - 05/03/2004
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
10/01/1997 - 03/13/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
09/15/1997 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 03/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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