Unclaimed
Marcel Brown is an investment advisor representative with J.p. Morgan Securities LLC. Marcel has been in the securities industry since 2017 and has experience with Northwestern Mutual Investment Services, LLC, Key Investment Services LLC, and Wells Fargo Clearing Services, LLC. Marcel's current registrations include Series 6, 7, 63, and 66. Marcel specializes in providing financial planning services to individuals and businesses. Marcel is also registered with the states of Arizona, Colorado, Connecticut, Delaware, Florida, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
05/31/2023 - Present
J.p. Morgan Securities LLC (Allentown PA)
PA
01/02/2020 - 05/18/2023
FIDELITY BROKERAGE SERVICES LLC (CENTER VALLEY PA)
PA
01/14/2019 - 12/16/2019
WELLS FARGO CLEARING SERVICES, LLC (HORSHAM PA)
PA
11/29/2017 - 09/25/2018
KEY INVESTMENT SERVICES LLC (HARLEYSVILLE PA)
PA
07/20/2017 - 10/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CENTER VALLEY PA)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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