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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcel? Claim Your ProfileMarcel Koji Pope is a financial advisor with over 25 years of experience in the financial services industry. Marcel is a Certified Financial Planner and holds multiple licenses and registrations, including Series 63, 65, 7, 9, 10, 31, and SIE. Marcel specializes in providing financial planning, investment management, and insurance services to individuals, families, businesses, and retirement plans. Marcel is currently registered with LPL Financial LLC and has been with the firm since December 2003. Marcel is committed to providing his clients with personalized service and a comprehensive approach to financial planning.
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.
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2
FL
07/11/2012 - Present
LPL Financial LLC (INDIAN HARBOUR BEACH FL)
MO
01/24/2001 - 12/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/30/1997 - 01/22/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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