Marc Isaacson (CRD# 1328388) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Uniondale, NY and has over 39 years of experience in the finance industry. Marc Isaacson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mbsc Securities Corporation | Uniondale, NY | Jul 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- NJ
- NY
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Total Assets Under Management6,124MILLIONS
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Total Number of Accounts3,853ACCOUNTS
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Average Account Value$1,589,420
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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