Unclaimed
Johnson David Marcellino is a financial advisor with LPL Financial LLC and has been in the industry since 2013. Johnson David Marcellino is registered as a Registered Representative with FINRA. Johnson David Marcellino is also licensed to provide investment advisory services in 22 states and holds the Series 7, Series 66, and SIE securities licenses. Johnson David Marcellino is also a Certified Financial Planner. Johnson David Marcellino's primary office is located at 1209 HIGHWAY 15 N, LAUREL, MS 39440. Johnson David Marcellino's current employment with LPL Financial LLC started in August 2013. LPL Financial LLC is a Registered Investment Advisor with the SEC. LPL Financial LLC is headquartered in Fort Mill, SC.
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.
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2
MS
02/01/2024 - Present
LPL Financial LLC (LAUREL MS)
BOTH
Issued 12/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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