Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Dickerson is a financial advisor at Avantax Advisory Services, located in Beaumont, Texas. Marcus has been in the financial services industry since 2006. Marcus holds licenses for both securities and investment advisory services in multiple states. He is also a Registered Representative with Avantax 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (BEAUMONT TX)
TX
08/03/2011 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BEAUMONT TX)
TX
03/08/2010 - 08/05/2011
EDWARD JONES (LUFKIN TX)
TX
07/31/2009 - 03/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LUFKIN TX)
TX
01/31/2006 - 08/03/2009
EDWARD JONES (JASPER TX)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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