Bill Marbit

Financial Advisor at Certified Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Paramus, New Jersey, United States, JE

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Credentials

  • CLTC
    The CLTC Board of Standards
    Jan, 2004
    - Nov, 2024
  • Series 66
    Financial Industry Regulatory Authority
    Jan, 2004
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority
    Jan, 2004
    - Nov, 2024
  • Life, Health and Disability Licenses
    -
    Jan, 2003
    - Nov, 2024

Experience

  • Certified Financial Services
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Jan 2004 - Present

      My goal has always been to advise clients how to maintain optimal personal protection and use efficient wealth building strategies to accumulate and distribute wealth, lower the cost of debt, and prioritize cash flow decisions. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2020 Guardian. CA License #OG50328 Show less

  • Reader's Stationery
    • Greater New York City Area
    • President/Owner
      • 1977 - 2003

      President and owner of a community-based retail store specializing in office supplies, printing, commercial stationery products. President and owner of a community-based retail store specializing in office supplies, printing, commercial stationery products.

Education

  • City University of New York-Brooklyn College
    BA, Speech Therapy

Community

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