Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Tabah is an investment advisor representative at SVB Wealth, with experience in the industry since 1987. Marc is registered in California, Colorado, Connecticut, Massachusetts, and New York. Marc has passed the Series 3, 7, 8, 24, 31, 63, 65, and 66 exams. Marc specializes in providing financial planning, pension consulting, wealth planning, educational seminars, and planned giving services to a wide range of clients, including individuals, corporations, charitable organizations, and insurance companies. Marc has previously worked for Lazard Asset Management Securities LLC, Credit Suisse Securities (USA) LLC, and Morgan Stanley & Co., Incorporated.
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.
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.
Planned giving, family office, wealth planning
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.
1
2
MA
06/10/2021 - Present
SVB Wealth (BOSTON MA)
NY
10/20/2011 - 02/21/2018
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
03/04/1997 - 05/14/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
02/03/1988 - 02/20/1997
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
05/31/1991 - 10/09/1992
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
IA
Issued 11/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Marc Tabah is the right advisor for you? Invested Better is here to help.
