Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Robert Pines is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Marc has been in the financial industry for over 40 years and has a wide range of experience in providing financial advice to individuals and businesses. Marc holds Series 63, 66, and 7 licenses, and has a SIE designation. Marc specializes in providing financial planning, portfolio management, and investment advisory services to clients. Marc has experience working with clients of all types, including individuals, families, businesses, and institutions. Prior to joining Stifel, Nicolaus & Company, Inc., Marc worked at Ryan Beck & Co., Gruntal & Co., LLC., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Kidder, Peabody & Co. Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/25/2020 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
FL
04/29/2002 - 07/31/2007
RYAN BECK & CO. (BOCA RATON FL)
NY
04/15/1994 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
10/30/1989 - 04/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/04/1989 - 11/07/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
08/03/1982 - 01/10/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
01/25/1982 - 08/27/1982
DEAN WITTER REYNOLDS INC.
BOTH
Issued 02/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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