Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chip? Claim Your ProfileChip Carter Marcus is a financial advisor with LPL Financial LLC. Chip has been in the financial industry for over 22 years. Chip is registered with the states of Florida, North Carolina and Texas. Chip holds licenses for Series 7, Series 31, and SIE. Chip is a member of FINRA. Prior to LPL, Chip was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WACHOVIA SECURITIES, LLC. Chip is also a registered investment advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
10/06/2022 - Present
LPL Financial LLC (CARY NC)
FL
11/06/2008 - 10/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
03/17/2006 - 11/13/2008
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
NY
06/14/2000 - 03/20/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chip Marcus is the right advisor for you? Invested Better is here to help.
