Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marne? Claim Your ProfileMarne Altbaum is a financial professional with over 20 years of experience in the industry. Marne is a registered representative of J.P. Morgan Securities LLC, a leading financial services firm. Marne has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Prior to joining J.P. Morgan, Marne worked as a financial advisor at Morgan Stanley and Barclays Capital. Marne holds the Series 3, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Marne is committed to providing personalized financial advice and helping clients 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
11/14/2017 - Present
J.p. Morgan Securities LLC (PHILADELPHIA PA)
PA
05/09/2014 - 11/06/2017
MORGAN STANLEY (PHILADELPHIA PA)
PA
02/22/2010 - 05/27/2014
BARCLAYS CAPITAL INC. (PHILADELPHIA PA)
PA
09/22/2008 - 12/02/2008
BARCLAYS CAPITAL INC. (PHILADELPHIA PA)
PA
03/23/1995 - 09/22/2008
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
IA
Issued 01/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1995
Series 3 - National Commodity Futures Examination
BC
Issued 03/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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