Unclaimed
Justin Marcus is a financial advisor with Cetera Investment Advisers LLC, where he has been working since June 2023. Previously, Justin Marcus was with VOYA FINANCIAL ADVISORS, INC. from June 2006 to June 2021. Justin Marcus has been in the financial services industry since May 14, 1987. Justin Marcus holds the Series 65, Series 63, Series 24, Series 7, and SIE licenses. Justin Marcus specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (PALM SPRINGS CA)
CA
06/20/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Calabasas CA)
CA
08/17/2005 - 06/29/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (WOODLAND HILLS CA)
MA
07/12/1999 - 08/23/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/22/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
09/12/1989 - 02/14/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
08/10/1988 - 09/01/1989
BRENNAN ROSS SECURITIES, INC.
NA
06/05/1986 - 06/30/1988
BLINDER, ROBINSON & CO., INC.
NA
08/02/1985 - 09/27/1985
GREAT WESTERN BROKERAGE, INC.
NA
05/25/1984 - 06/09/1984
KATERSKY SECURITIES, INC.
NA
11/20/1983 - 04/23/1984
EQUUS FINANCIAL
IA
Issued 08/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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