Marc Steinberg

Marc Steinberg Email and Phone Number

Vice President, Financial Consultant at Fidelity Investments @ Fidelity Investments
Marc Steinberg's Location
Walnut Creek, California, United States, United States
Marc Steinberg's Contact Details

Marc Steinberg work email

Marc Steinberg personal email

Marc Steinberg phone numbers

About Marc Steinberg

15 years of diversified financial services experience including financial and retirement planning, retirement income planning, private wealth management, trading and fixed income, retail banking and credit. NASD Series 7 and 66 licenses.Progress towards CFA. (Level 1 exam passed)

Marc Steinberg's Current Company Details
Fidelity Investments

Fidelity Investments

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Vice President, Financial Consultant at Fidelity Investments
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Marc Steinberg Work Experience Details
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments May 2018 - Present
    Boston, Ma, Us
    View
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade Feb 2011 - Apr 2018
    Omaha, Ne, Us
    Specializing in helping clients with $500,000 to $500,000,000 achieve their financial goals. Perennial Circle of Champions award winner (5 times), President's Club award winner (15 times) and top producer. Year End High Performer 6 years in a row and counting. Goal Planning pilot IC and Amerivest Champion (2014).
    View
  • Merrill Edge
    Financial Solutions Advisor
    Merrill Edge Feb 2010 - Feb 2011
    First ever class of "pilot" FSA's at Merrill Edge.
    View
  • U.S. Trust
    Trader
    U.S. Trust Jun 2008 - Feb 2010
    Us
    Fixed income, equity, options, IPO and secondary offering trader.
    View

Marc Steinberg Skills

Equities Portfolio Management Retirement Planning Retirement Savings Fixed Income Fixed Income Strategies Options Options Strategies

Marc Steinberg Education Details

  • Ucla
    Ucla
    Political Science And German Studies

Frequently Asked Questions about Marc Steinberg

What company does Marc Steinberg work for?

Marc Steinberg works for Fidelity Investments

What is Marc Steinberg's role at the current company?

Marc Steinberg's current role is Vice President, Financial Consultant at Fidelity Investments.

What is Marc Steinberg's email address?

Marc Steinberg's email address is ma****@****ail.com

What is Marc Steinberg's direct phone number?

Marc Steinberg's direct phone number is +141524*****

What schools did Marc Steinberg attend?

Marc Steinberg attended Ucla.

What skills is Marc Steinberg known for?

Marc Steinberg has skills like Equities, Portfolio Management, Retirement Planning, Retirement Savings, Fixed Income, Fixed Income Strategies, Options, Options Strategies.

Who are Marc Steinberg's colleagues?

Marc Steinberg's colleagues are Chris Loux, Sarika Esackimuthu, Anil Kumar, Katelyn Breen, Jack Brown, Dianne Butler, Mayank Shahi.

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