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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 Robert Coopersmith is a financial advisor currently employed by RBC Capital Markets, LLC and has been in the financial industry since 1986. Marc has extensive experience in the financial industry and is registered to provide investment advice in both a broker-dealer and investment advisor capacity in multiple states. Marc specializes in providing financial planning, portfolio management, pension consulting, and selection of other advisors. Marc holds a Certified Financial Planner designation and is licensed to provide investment advice through RBC Capital Markets, LLC.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
NJ
02/05/2015 - Present
RBC Capital Markets, LLC (FLORHAM PARK NJ)
NJ
11/29/1988 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
09/24/1986 - 12/06/1988
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 06/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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