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 an Investment Advisor Representative with Osaic Wealth, INC. located in Boca Raton, FL. Marcus has been in the financial industry since April 11, 1973. Marcus is a Registered Representative and has a Series 7TO, Series 1, Series 63 and Series 65 license. Marcus is also a Registered Principal with a Series 24 and Series 40 license. Marcus is a Chartered Financial Consultant and provides financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Marcus has previously been employed with VOYA FINANCIAL ADVISORS, INC., INVESTORS CAPITAL CORP., AEGIS CAPITAL CORP., SECO WEST LIMITED, WOODMERE SECURITIES, INC. and BACHE & CO INCORPORATED.
Boca Raton, FL
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 6/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 4/4/1977
Series 40 - Registered Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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