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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 Morin is a financial advisor at LPL Financial LLC, with over 15 years of experience in the industry. Marcel Morin has worked at several firms including KESTRA INVESTMENT SERVICES, LLC, QUESTAR CAPITAL CORPORATION, and METLIFE SECURITIES INC. Marcel Morin is registered to provide investment advice in 22 states. Marcel Morin also holds the Series 6, 7, 26, 63 and 65 licenses, as well as the SIE.
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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VA
07/06/2021 - Present
LPL Financial LLC (GLEN ALLEN VA)
VA
11/16/2015 - 07/07/2021
KESTRA INVESTMENT SERVICES, LLC (GLEN ALLEN VA)
VA
09/03/2013 - 12/16/2015
QUESTAR CAPITAL CORPORATION (GLEN ALLEN VA)
NH
12/01/2011 - 09/06/2013
METLIFE SECURITIES INC. (EXETER NH)
NH
04/14/2011 - 12/01/2011
CENTAURUS FINANCIAL, INC. (HAMPTON NH)
ME
11/19/2010 - 04/25/2011
NEW ENGLAND SECURITIES (FALMOUTH ME)
NH
06/21/2010 - 11/22/2010
BROKER DEALER FINANCIAL SERVICES CORP. (PORTSMOUTH NH)
ME
04/23/2008 - 07/07/2010
METLIFE SECURITIES INC. (CUMBERLAND FORESIDE ME)
IA
Issued 03/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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