Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc S. Isaacson is a financial advisor with BNY Mellon Securities Corp. Marc has been in the financial industry since January 28, 1985. Marc is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Marc is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Marc holds the following licenses: Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65. Marc is also a Certified Financial Planner and a Chartered Financial Consultant. Marc specializes in providing financial advice to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/28/2021 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
IA
Issued 12/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1991
Series 24 - General Securities Principal Examination
BC
Issued 11/06/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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