VBC Securities, LLC

The Team

Martha is proud to have been given the opportunity to carry on the legacy of VBC Securities, LLC as its 4th Managing Member.  Martha has been a financial services professional for over twenty-five years.

 

After starting her career on the municipal bond desk at Smith Barney, Martha gained knowledge in relationship management, product development, marketing, compliance and operations for all domestic and international investment vehicles at notable firms like Arnhold and S. Bleichroeder, Inc., The Bank of New York Mellon and American General. 

 

Martha is a financial planning professional and brings that knowledge and expertise to VBC.  Martha is a Certified Financial Planner™ practitioner and a licensed New York State and New Jersey State Life Insurance Broker.

 

Martha holds a Bachelor of Arts degree from The Ohio State University, Columbus, OH and a Certificate in Financial Planning from New York University - SPS, New York, NY.   Additionally, Martha is a member of the Financial Planning Association and participates in the New Jersey Chapter. 

 

Martha holds the following securities licenses:

·   Representative-Series 7

·   General Securities Principal-Series 24

·   Municipal Securities Principal-Series 53

·   Agent-Series 63  

 

 

Bob celebrates over twenty years with VBC.  As a lifetime resident of Clifton, Bob enjoys being a full-service financial brokerage principal whose strong background in estate planning is key to his commitment to VBC customers.  Bob is a licensed New Jersey Life Insurance Broker.

 

Bob holds the following securities licenses:

·   Representative-Series 7

·   General Securities Principal-Series 24

·   Agent-Series 63

Justin has a B.S. in Applied Mathematics and Statistics from Stony Brook University, Stony Brook, NY.  He uses those skills when working with his clients to develop investment strategies and assists them in selecting and trading investments suitable for implementing those strategies. From his former position as the assistant to the CFO for the Borough of Paramus he brings VBC insight into municipal pension planning.

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Justin holds the following securities licenses:

·   Financial and Operations Principal-Series 27

·   Representative-Series 7

·   General Securities Principal-Series 24

·   Agent-Series 63

As an independent registered representative with VBC, Anthony works with his clients to develop investment and tax planning strategies and assists them in selecting and trading investments suitable for implementing those strategies. Anthony is a Registered Tax Return Preparer specializing in the preparation of personal, business, estate, gift and trust income tax returns through AB Consulting, LLC. He also provides bookkeeping and general accounting services for business accounting clients in Clifton and the surrounding area.

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Anthony holds the following securities license:

·   Representative-Series 7

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In addition to being an independent registered representative with VBC, Robert is primarily a Registered Tax Return Preparer and owner of Becker Tax Services in High Bridge, NJ. He works with his clients to develop investment and tax planning strategies and assists them in selecting and trading investments suitable for implementing those strategies. As a NJ Insurance Agent, he can also assist his tax clients with their insurance needs. Robert became an independent registered representative with VBC in 2003 after the close of Multi Spectrum Investment Corporation where he had been a broker since 1974.

 

Robert holds the following securities licenses:

·   Representative-Series 1

·   Agent-Series 63

Check the background of an investment professional