Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Varsace is a financial advisor with over 17 years of experience in the industry. Marlon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Stamford, Connecticut. Marlon is also registered with the following states: Arizona, California, Connecticut, Georgia, Illinois, Maryland, Michigan, New York, Ohio and Texas. Marlon specializes in providing financial advice and services to individuals, businesses, and institutions. Marlon has a strong track record of success in helping clients achieve their financial goals. Marlon is also a volunteer for F.I.S.H of Stamford, Inc., a non-profit organization that provides volunteer drivers for medical appointments to Stamford residents.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
10/18/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
CT
03/09/2006 - 10/15/2021
A.G.P. / ALLIANCE GLOBAL PARTNERS (WESTPORT CT)
NY
07/29/2004 - 03/09/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
IA
Issued 09/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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