Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Victor Rosenblum is a financial professional with over 29 years of experience in the financial services industry. Marc has been registered with Silver Oak Securities, Inc. since 2018. Prior to that, Marc was a registered representative with Lincoln Financial Securities Corporation, InterSecurities, Inc., American General Securities Incorporated, USLIFE Equity Sales Corp., Tower Square Securities, Inc., Investors Brokerage Services, Inc., InterSecurities, Inc., Reliastar Financial Marketing Corp., and Linsco/Private Ledger Corp. Marc holds a Series 6, 7, 24, 63, and 65 licenses. Marc is a Chartered Financial Consultant. Marc's areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/16/2018 - Present
Silver OAK Securities, Inc. (Warminster PA)
PA
09/12/2008 - 03/06/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (WARMINSTER PA)
PA
10/22/1998 - 09/24/2008
INTERSECURITIES, INC. (BENSALEM PA)
AZ
10/01/1997 - 10/14/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
01/30/1997 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
CA
09/30/1996 - 12/31/1996
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IL
12/12/1995 - 07/25/1996
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
FL
06/22/1994 - 12/31/1995
INTERSECURITIES, INC. (ST. PETERSBURG FL)
WA
09/04/1991 - 06/15/1994
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
SC
12/18/1989 - 08/16/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WA
09/19/1989 - 12/21/1989
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IA
Issued 12/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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