Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Stenzler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Marc is also registered to offer investment advisory services in New York and Texas. Marc has over 20 years of experience in the financial industry, having previously worked with several firms in New York including Bear, Stearns & Co. Inc. Marc specializes in helping individuals, corporations, insurance companies, charitable organizations and pension and profit sharing plans to achieve their financial goals. Marc is committed to providing his clients with personalized service and a comprehensive understanding of their financial needs. He is also dedicated to staying up-to-date on the latest market trends and investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
10/24/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
07/03/2002 - 06/06/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 09/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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