Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcellus? Claim Your ProfileMarcellus Massari is a financial advisor who has been in the industry since 1992. Marcellus is currently registered with Raymond James & Associates, Inc. and has previously been registered with CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Marcellus is licensed to provide investment advice in several states, including Arizona, California, Texas and others. Marcellus also has several professional licenses including Series 7, Series 63, Series 65 and SIE. Marcellus provides financial planning, pension consulting and portfolio management services to individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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
CA
06/17/2015 - Present
Raymond James & Associates, Inc. (ROLLING HILLS ESTATES CA)
CA
07/31/1993 - 05/01/2008
CITIGROUP GLOBAL MARKETS INC. (ROLLING HILLS CA)
NY
10/09/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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