Marc H. Kushner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marc H Kushner, who also goes by Marc Kushner, was a registered financial professional .
Marc is a previously registered financial professional and started their career in finance in 2005. Marc had worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 24, 2021 - May 23, 2022
ANKURA CAPITAL ADVISORS, LLC
September 18, 2015 - October 3, 2019
EVERCORE GROUP L.L.C.
July 1, 2009 - July 30, 2015
LAZARD FRERES & CO. LLC
July 1, 2005 - June 18, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
ANKURA CAPITAL ADVISORS, LLC
CRD#: 114155 / SEC#: , 8-53403
Contact information
FINRA licenses (50 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
