Marc Singer, CLU

Marc Singer, CLU

Financial Advisor

About

I am looking to establish trusted relationships that both meet the financial needs of my clients as well as protect the people that they care the most about. I have been a financial advisor for the past 30 years and take pride in the work I have done to make sure the individuals, Business owners and retirees I work with, always have the information they need to make informed decisions about their financial future. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.

Country

United States

City

Plainview

Industry

Financial Services

Skill

CLU, Insurance, Series 7, Investments, 401k, Employee Benefits

Experience

Chelsea Financail Services

Financial Advisor

Chelsea Financail Services

2024-6 - Present · 2 yrs 4 mos

Plainview, New York, United States

Singer Planning Services

President

Singer Planning Services

2004-4 - Present · 22 yrs 6 mos

Plainview, New York, United States

Singer Planning Services

President

Singer Planning Services

2004-4 - 2012-6 · 8 yrs 3 mos
Equity Services, Inc.

Investment Adviser Representative

Equity Services, Inc.

LinkedIn
2019-2 - 2024-6 · 5 yrs 5 mos

Plainview, New York, United States

Marc Singer is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, Vermont 05604 (802) 229-3900. Singer Planning Services is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Agent is licensed to sell securities in New York and Arizona and insurance-licensed in New York, New Jersey, Florida, Pennsylvania, Arizona and Nevada. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC116824(0221)P

Penn Mutual

Financial Advisor

Penn Mutual

LinkedIn
2004 - 2019-2 · 15 yrs
MetLife

Agency Director - Disability, Financial Planner, Investment Adviser

MetLife

LinkedIn
2012-6 - 2016-3 · 3 yrs 10 mos

East Hills

Paragon Capital Markets

Market Maker

Paragon Capital Markets

1999-4 - 2000-12 · 1 yr 9 mos

Education

City University of New York-College of Staten Island

City University of New York-College of Staten Island

LinkedIn

Finance

1991 - 1994 · 3 yrs

Marc Singer, CLU's Contact Information

Email

******@***.com

Phone

(**) *** ****

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