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Marvin Markus

Siebert Williams Shank & CO., LLC

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About Marvin Markus

Marvin Markus is a financial advisor with Siebert Williams Shank & Co., LLC. Marvin is a Series 24 and Series 53 Principal and also holds Series 7, Series 50, Series 52, and Series 79 licenses. Marvin has been in the financial industry since 1992. Marvin works from the Siebert Williams Shank & Co., LLC branch office in West Palm Beach, Florida. Marvin is registered with the Financial Industry Regulatory Authority (FINRA) and has a current registration in Florida.

Firm Information

Marvin Markus is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Marvin Markus’s Registration & Firm History

FL

03/24/2023 - Present

Siebert Williams Shank & CO., LLC (West Palm Beach FL)

NY

03/17/1998 - 03/29/2023

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NJ

01/28/1995 - 03/04/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

04/09/1992 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2009

Series 24 - General Securities Principal Examination

BC

Issued 08/13/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 04/07/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marvin Markus.
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