Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin Marcus

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin Marcus

Justin Marcus is a financial advisor at Cetera Investment Advisers LLC. Justin has been in the financial industry since 1987 and has experience in a wide range of financial services, including fixed insurance, investment advisory, and portfolio management. Justin is licensed to provide financial advice in Arizona, California, Michigan, and North Carolina. Justin has a strong track record of success in helping clients achieve their financial goals. Justin is committed to providing personalized financial advice to help clients make informed decisions about their financial future.

Firm Information

Justin Marcus is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Marcus’s Registration & Firm History

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

Not sure if Justin Marcus is right for you?

Licenses & Designations

IA

Issued 8/27/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/29/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Justin Marcus. Review regulatory record here.
Not sure if Justin Marcus is right for you?