Unclaimed
Marc Alessandro is an active Registered Representative and Investment Advisor Representative with Equity Services, Inc. based in Red Bank, NJ. Marc Alessandro has been in the financial industry since 2007. He is registered in New Jersey and New York. Marc Alessandro has licenses for Series 63, Series 7 and SIE.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
06/14/2024 - Present
Equity Services, Inc. (RED BANK NJ)
NY
11/10/2021 - 06/14/2024
PRUCO SECURITIES, LLC. (Forest Hills NY)
NY
02/24/2011 - 11/08/2021
EQUITY SERVICES, INC. (STATEN ISLAND NY)
NY
05/06/2009 - 02/15/2011
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NY
03/23/2007 - 07/09/2007
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/11/2006 - 10/17/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
GA
07/27/2005 - 02/08/2006
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
04/27/2005 - 06/24/2005
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
BC
Issued 05/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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