Marcus Berger

Current Employers

Employment History

• 05/1990 → Present
  Mkb Associates Inc
  Lake Success, NY
• 05/2016 → 12/2016
  Voya Financial Advisors
  Lake Success, NY
• 12/2016 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 10/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → 06/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2025 → Present
  Alliance Global Partners
  Boca Raton, FL

Previous Registrations

• 2024-10-11 → 2025-06-10
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Boca Raton, FL
• 2016-12-09 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
  Boca Raton, FL
• 2008-01-10 → 2011-12-31
  Investors Capital Corp.
  Lynnfield, MA
  Boca Raton, FL
  Greenville, SC
  Lake Success, NY

Other Businesses

1)BEAVER POND MEADOWS/JIMMY PEAK;NO;HANCOCK, MA 01237;RENTAL PROPERTY;OWNER;1995;1/0;MAINTAIN PROPERTY,COLLECT RENT AND PAY BILLS. 2) MKB ASSOCIATES INC. POSITION: president and owner NATURE: sub chapter S INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 26 START DATE: 04/01/1990 ADDRESS: 19861 PLANTERS BLVD, APT D, Boca Raton FL 33434, United States DESCRIPTION: Manage and direct all security business as well as insurance, annuities and alternative products

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-28
• S63 Uniform Securities Agent State Law Examination
  1990-06-12

Designations

Other Names

• Marc Berger