Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Deangelo is an investment advisor representative with B. Riley Wealth Advisors, Inc., licensed in Connecticut and New York. Marc is a highly experienced advisor with over 17 years in the industry. Marc provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. He is a Registered Representative with FINRA. He is also a registered Investment Advisor Representative in Connecticut and New York. Marc has passed the Series 7, Series 63, Series 65, and SIE exams. He is also licensed to sell life and health insurance. Marc is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
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2
CT
02/21/2024 - Present
B. Riley Wealth Advisors, Inc. (Guilford CT)
NY
06/24/2016 - 07/22/2022
NATIONAL SECURITIES CORPORATION (Goshen NY)
NY
12/05/2008 - 07/11/2016
INVESTORS CAPITAL CORP. (NEW YORK NY)
NY
05/10/2006 - 12/05/2008
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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