Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Prentice Tomberg is a financial advisor with Raymond James Financial Services Advisors, Inc. Marc has been a registered representative in the securities industry since May 26, 1994. Marc has a wide range of experience in the financial services industry and specializes in providing financial planning, portfolio management, and other related services to a diverse client base. Marc is registered to offer investment advisory services in Florida and Texas. Marc's primary office is located in Vero Beach, Florida.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/10/2018 - Present
Raymond James Financial Services Advisors, Inc. (VERO BEACH FL)
MO
05/27/1994 - 09/22/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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