Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcel? Claim Your ProfileMarcel Gadbois is an investment advisor representative associated with LPL Financial LLC, located in Somerset, MA. Marcel Gadbois has been in the securities industry since July 23, 1987. Marcel Gadbois is a registered investment advisor in Massachusetts. Marcel Gadbois has passed the Series 6, Series 7, Series 26, Series 63, and Series 65 exams. Marcel Gadbois also holds a notary public license for the Commonwealth of MA.
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
MA
03/06/2006 - Present
LPL Financial LLC (SOMERSET MA)
NJ
08/13/1985 - 03/08/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NA
05/13/1997 - 07/08/1998
PRUCO SECURITIES CORPORATION
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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