Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus A Healey is an active investment advisor representative (IAR) with Cambridge Investment Research Advisors, Inc. He is registered in Florida, Georgia, Indiana, North Carolina, Texas, and California. Marcus has over 20 years of experience in the financial services industry. Prior to joining Cambridge, Marcus worked at Equitable Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a licensed securities principal and holds Series 4, 7, 24, 52TO, 53, and 66 licenses. Marcus offers a variety of financial services including financial planning, portfolio management, and investment advisory services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
03/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Orlando FL)
FL
11/26/2002 - 03/19/2024
EQUITABLE ADVISORS, LLC (ORLANDO FL)
NY
02/10/2000 - 10/03/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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