Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Berger is a financial advisor with over 40 years of experience in the industry. Marcus is a Registered Representative and Investment Advisor Representative, currently affiliated with Osaic Wealth, Inc. based in Scottsdale, Arizona. Prior to that, Marcus was associated with VOYA FINANCIAL ADVISORS, INC. in Lake Success, New York. Marcus specializes in working with high-net-worth individuals, corporations, and retirement plans. Marcus holds a Series 63, Series 65, Series 7, and Series 24 license. In addition to his financial advisory services, Marcus also offers insurance and annuity products.
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.
1
2
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Boca Raton FL)
NY
05/26/2016 - 12/31/2016
VOYA FINANCIAL ADVISORS, INC. (LAKE SUCCESS NY)
NY
11/10/2006 - 05/31/2016
INVESTORS CAPITAL CORP. (LAKE SUCCESS NY)
NY
04/17/1995 - 11/14/2006
AEGIS CAPITAL CORP. (VALLEY STREAM NY)
NY
05/14/1990 - 04/19/1995
SECO WEST LIMITED (WILLIAMSVILLE NY)
NY
12/19/1975 - 06/14/1990
WOODMERE SECURITIES, INC. (HEWLETT NY)
NA
04/12/1973 - 01/18/1976
BACHE & CO INCORPORATED
IA
Issued 11/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/04/1977
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Marcus Berger is the right advisor for you? Invested Better is here to help.
