Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Judd Scharf is a registered Investment Advisor Representative with Private Advisor Group, LLC. Marc has been in the financial industry for over 16 years. Marc specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Marc's experience and expertise allow him to provide comprehensive financial advice to his clients. Marc is committed to helping his clients achieve their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
06/15/2021 - Present
Private Advisor Group, LLC (Syosset NY)
NY
09/25/2008 - 11/14/2014
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
06/18/2003 - 03/25/2004
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NA
02/23/1999 - 05/21/1999
CARLIN EQUITIES CORP.
NY
06/26/1997 - 05/21/1999
CARLIN EQUITIES CORP. (NEW YORK NY)
NY
03/04/1997 - 05/21/1997
MURPHEY, MARSEILLES, SMITH & NAMMACK, INC. (NEW YORK NY)
NE
03/28/1994 - 10/25/1994
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
03/18/1992 - 06/13/1992
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
IA
Issued 07/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
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