Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Goldstein is a financial advisor with Atcap Partners, LLC. Marc has been working in the financial industry since January 27, 1992. Marc is registered to provide investment advice and brokerage services in 52 states. He is also a Registered Options Principal and a General Securities Principal. Marc specializes in providing financial planning, portfolio management for individuals and businesses, as well as educational seminars and market timing services.
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.
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.
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.
Wrap fee based on percentage of assets under management
1
2
NY
08/11/2022 - Present
Atcap Partners, LLC (New York NY)
NY
07/22/2022 - 08/16/2022
B. RILEY WEALTH MANAGEMENT (Huntington NY)
NY
03/26/2009 - 07/22/2022
NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)
NY
10/23/1996 - 03/27/2009
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
NY
03/01/1996 - 10/29/1996
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
01/08/1993 - 03/06/1996
PRIME CHARTER LTD. (NEW YORK NY)
NY
10/30/1992 - 01/14/1993
GKN SECURITIES CORP. (NEW YORK NY)
NJ
07/03/1991 - 04/03/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/03/1991 - 04/03/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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