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Marcel Guest Carter

Missionsquare Investment Services

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About Marcel Guest Carter

Marcel Guest Carter is a financial professional with over 25 years of experience in the financial services industry. Marcel is currently registered with Missionsquare Investment Services and has previously held positions at firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MML INVESTORS SERVICES, INC., PENN MUTUAL EQUITY SERVICES, INC., CIGNA SECURITIES, INC., and WADDELL & REED, INC. Marcel is licensed to sell securities in 17 states and holds Series 6, 7, 26, and 63 licenses. Marcel is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Marcel Carter is currently registered with Missionsquare Investment Services. Missionsquare Investment Services is a Limited Liability Company formed in December 1998. The firm is registered in all 50 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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.

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Marcel Carter’s Registration & Firm History

DC

07/28/2020 - Present

Missionsquare Investment Services (WASHINGTON DC)

CO

03/26/1997 - 06/16/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

MA

06/21/1991 - 07/24/1991

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

PA

01/25/1991 - 06/24/1991

PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)

PA

10/30/1990 - 01/28/1991

CIGNA SECURITIES, INC. (RADNOR PA)

KS

12/19/1988 - 09/06/1990

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 04/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcel Guest Carter.
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