Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Ann Geltman has been a financial advisor since August 2008. She is currently registered with Avantax Advisory Services and holds Series 66, Series 7 and SIE licenses. Marcia has over 34 years of experience in the financial services industry. Before joining Avantax Advisory Services, she worked at 1st Global Capital Corp. Marcia is a retired partner of Nisivoccia LLP, an accounting firm affiliated with Nisivoccia Wealth Advisors. She is also a committee member for the FDU Public Lecture Series.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (MOUNT ARLINGTON NJ)
NJ
08/14/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MOUNT ARLINGTON NJ)
BOTH
Issued 09/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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