Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Peterfriend is a registered representative with UBS Asset Management (americas) LLC and has been in the financial industry since December 13, 2000. Marc is also an Investment Advisor Representative registered with the state of New Jersey. Marc has previously held positions at UBS Financial Services Inc. and Royal Alliance Associates, Inc. Marc Peterfriend is a licensed investment professional specializing in investment advisory services, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/18/2018 - Present
UBS Asset Management (americas) LLC (NEW YORK NY)
NJ
07/06/2004 - 05/19/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
AZ
08/06/2003 - 03/05/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
07/27/2000 - 07/18/2003
THE KEY GROUP INC. (RAMSEY NJ)
IA
Issued 09/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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