Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Schoonbrood is an experienced financial professional with over 27 years of experience in the securities industry. Marc is currently registered with J.P. Morgan Securities LLC in Palo Alto, California. Previously, Marc has worked for other firms including First Republic Securities Company, LLC, Fantex Brokerage Services, LLC, and Morgan Stanley. Marc holds a variety of licenses, including Series 4, 6, 7, 24, 55, 63, and 65, and has a broad range of experience in investment advisory services, including portfolio management for individuals and businesses, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/29/2023 - Present
J.p. Morgan Securities LLC (Palo Alto CA)
CA
04/04/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
10/14/2013 - 08/31/2016
FANTEX BROKERAGE SERVICES, LLC (SAN FRANCISCO CA)
CA
06/01/2009 - 10/15/2013
MORGAN STANLEY (PALO ALTO CA)
CA
04/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
10/09/2002 - 06/30/2006
E*TRADE SECURITIES LLC (MENLO PARK CA)
NJ
09/03/2002 - 12/31/2005
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
07/24/1995 - 09/03/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NA
07/21/1993 - 07/11/1995
THE BENHAM GROUP
IA
Issued 08/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/14/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1993
Series 6 - Investment Company Products/Variable Contracts 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 Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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