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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Thal is a financial advisor who has been in the industry since August 23, 1976. Marc is currently registered with Equitable Advisors, LLC and has been with them since 1999. Marc's experience spans a number of different areas, including investments, insurance, and financial planning. Marc holds the Series 63, 65, 7, 1, SIE, 6TO, and 22TO licenses. Marc Thal offers services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
PA
07/02/2019 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
08/24/1976 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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