Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Alan Silverberg is a financial advisor with over 23 years of experience in the industry. Marcus is currently registered with NWF Advisory Services Inc. in Westlake Village, California. Marcus has a strong track record of success in helping individuals and families 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
CA
03/31/2023 - Present
NWF Advisory Services Inc. (Westlake Village CA)
CA
09/08/2022 - 04/03/2023
CETERA ADVISORS LLC (WESTLAKE VILLAGE CA)
CA
12/05/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
05/27/2008 - 12/09/2014
WESTERN INTERNATIONAL SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
12/20/2005 - 06/20/2008
FINANCIAL WEST GROUP (STUDIO CITY CA)
NY
03/07/2005 - 01/04/2006
IFMG SECURITIES, INC. (PURCHASE NY)
CA
12/15/2003 - 03/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
08/08/2003 - 11/20/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
02/05/2003 - 07/30/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
08/29/2001 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
MA
02/20/2001 - 05/09/2001
WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)
NY
05/05/1999 - 02/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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