Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Goldman is an Investment Advisor Representative with LPL Financial LLC. Marvin has been in the industry since 1966. Marvin is licensed in 28 states. Marvin is also a registered representative of LPL Financial LLC and has been with the firm since 2023. Marvin has previously worked for CADARET, GRANT & CO., INC. and INDEPENDENT FINANCIAL PLANNERS CORPORATION. Marvin holds Series 63, 65, 7, 24, SIE, and 1 licenses. Marvin offers financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Consulting and other non-discretionary advisory services
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
NJ
10/30/2023 - Present
LPL Financial LLC (ROSELAND NJ)
NJ
09/03/1982 - 11/01/2023
CADARET, GRANT & CO., INC. (Roseland NJ)
NA
12/28/1979 - 12/08/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
12/28/1979 - 12/02/1982
INDEPENDENT SECURITIES CORPORATION
NA
01/02/1973 - 12/07/1974
PENNSYLVANIA SECURITIES COMPANY
NA
02/23/1971 - 04/10/1973
LEWIS SECURITIES COMPANY, INC.
NA
06/09/1961 - 01/19/1973
PENNSYLVANIA EQUITIES CORPORATION
IA
Issued 04/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/24/1974
Series 00 - General Securities 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 06/09/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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