Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Joshua Geller is a financial advisor with over 40 years of experience in the industry. Marc is currently registered with SPC and has been with the firm since 2008. Prior to SPC, Marc worked at Wachovia Securities, LLC and Prudential Securities Incorporated. Marc is a licensed investment advisor and has earned several securities licenses, including Series 3, 7, 63, 65, and SIE. Marc also has experience as an independent distributor for Zija (formerly Xango) and has a special interest in serving charitable organizations, high-net-worth individuals, 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.
Consultation services
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.
Seminar attendance fees
1
2
NV
03/26/2021 - Present
SPC (Las Vegas NV)
TX
12/14/2006 - 08/05/2008
WACHOVIA SECURITIES, LLC (PLANO TX)
CA
11/22/2000 - 11/13/2006
WACHOVIA SECURITIES, LLC (TEMECULA CA)
NY
12/21/1984 - 11/29/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/23/1981 - 12/11/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marc Geller is the right advisor for you? Invested Better is here to help.
