MS
CFP · ChFC
MS
CFP · ChFC

Marc Silverman

40 Years of Experience
Miami, FL
BrokerSells Insurance

Marc Silverman is a CFP, ChFC-designated registered investment advisor, based in Miami, FL, with 40 years of industry experience.

Location

9100 S Dadeland Blvd, Ste #1603, Miami, FL, 33156

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marc operates under the name Silverman Financial Inc., and is an independent representative with various insurance carriers for fixed products. He is also a managing member of Carmarc LLC (aviation), owner of Patmar Real Estate Holdings Inc., an employee of Hub International Investment Services, involved in private mortgage lending, and a notary public.

Employment History
Current Registrations
HUB International Investment Services INC.
August 2022 - Present · 3 yrs 11 mos
HUB International Investment Services INC.Broker
August 2022 - Present · 3 yrs 11 mos
Geneos Wealth Management, INC.
July 2011 - Present · 15 yrs
Geneos Wealth Management, INC.Broker
June 2011 - Present · 15 yrs 1 mo
Previous Registrations
Securities America Advisors, INC.
August 1997 - June 2011 · 13 yrs 10 mos
Securities America, INC.Broker
January 1997 - June 2011 · 14 yrs 5 mos
MML Investors Services, INC.Broker
October 1985 - February 1997 · 11 yrs 4 mos
State Registrations29 states
ALAZCACOCTDCFLGAILINLAMDMOMSMTNCNHNJNVNYOHOKORPASCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marc Silverman - Financial Advisor | TrueAdvisor