Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Laurence Tobias is a financial advisor with over 25 years of experience in the industry. Marc Tobias is currently registered with Orion Portfolio Solutions, LLC in Omaha, Nebraska and Berwyn, Pennsylvania. Marc Tobias is also registered as an Investment Advisor Representative (IAR) in Nebraska. Marc Tobias has been registered with the Securities and Exchange Commission (SEC) since 2009. Previously, Marc Tobias was employed by PCS Distributors, LLC in Philadelphia, Pennsylvania, Brinker Capital Securities, Inc. in Berwyn, Pennsylvania, and Vanguard Marketing Corporation in Malvern, Pennsylvania. Marc Tobias holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Marc Tobias has a strong track record of providing financial advice to individuals, businesses, and institutions. Marc Tobias specializes in portfolio management, pension consulting, and selection of other advisors. Marc Tobias currently provides portfolio management for educational savings and ABLE 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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/24/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
PA
05/08/2009 - 07/22/2010
PCS DISTRIBUTORS, LLC (PHILADELPHIA PA)
PA
08/27/2007 - 03/20/2009
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
PA
02/14/1996 - 08/20/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 05/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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