Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Leslie Reisman is a financial advisor with over 40 years of experience in the financial services industry. Marc is currently registered with LPL Financial LLC. Marc holds the Series 1, 7, and 63 licenses as well as the SIE exam. Marc has been registered with the state of Florida since 1991 and has held registrations in many other states during his career. Marc also has prior experience working at MML Investors Services, Inc. , Anchor National Financial Services, Inc., Palisades Planning Corp. and H. C. Copeland and Associates Equities, Inc.. Marc offers financial planning, investment advice, and other services to individuals and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/08/2002 - Present
LPL Financial LLC (FORT MYERS FL)
MA
08/13/1990 - 08/27/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/29/1985 - 12/31/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/03/1983 - 09/05/1985
PALISADES PLANNING CORP.
NA
08/24/1978 - 02/09/1982
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BC
Issued 09/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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