Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Dellapia is a financial professional with over 18 years of experience in the financial services industry. Marc has worked at a number of firms, including MetLife Securities, New England Securities, Sanford C. Bernstein & Co., LLC, and Alliancebernstein LP. Marc is currently registered with the state of Maryland and New Jersey. Marc holds the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the SIE. Marc's specialties include asset allocation, financial planning, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Marc is associated with Alliancebernstein LP.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/25/2024 - Present
Alliancebernstein LP (NEW YORK NY)
NY
12/21/2016 - 12/22/2022
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NJ
10/22/2004 - 11/15/2006
METLIFE SECURITIES INC. (CRANFORD NJ)
NJ
10/22/2004 - 11/15/2006
METROPOLITAN LIFE INSURANCE COMPANY (CRANFORD NJ)
NY
08/31/2004 - 09/30/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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