Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Treadwell is a registered representative with Wells Fargo Clearing Services, LLC in MARLTON, NJ. Marcus has been in the securities industry since 2018 and has a series 7, 6, and 66 license. In addition to his current registration with Wells Fargo Clearing Services, LLC, Marcus was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Marcus is currently registered in 33 states. Marcus's specializations include asset allocation, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
NJ
08/02/2022 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
11/05/2019 - 02/26/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHFIELD NJ)
NJ
07/02/2018 - 09/12/2018
WELLS FARGO CLEARING SERVICES, LLC (MAYS LANDING NJ)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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