Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Shane Levitt is a financial advisor with New Edge Wealth, a firm with over 8 billion in regulatory assets under management. Marc has been in the financial services industry since 1993 and has a wide range of experience in portfolio management, financial planning, and pension consulting. Marc has earned the Series 7, 31, and 65 licenses and is registered to provide investment advice in Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Washington, and Wisconsin.
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.
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
CT
04/29/2022 - Present
NEW Edge Wealth (Stamford CT)
NY
09/19/2013 - 05/12/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/29/2004 - 10/16/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
MO
07/01/2003 - 11/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/04/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marc Levitt is the right advisor for you? Invested Better is here to help.
