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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Fitzpatrick is a registered investment advisor representative with Cetera Investment Advisers LLC. Marcus is a seasoned financial professional with over 10 years of experience. Marcus is licensed to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Louisiana, Missouri, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington. Marcus holds a variety of licenses including Series 6, 7, 24, 26, 51, 63 and 66 and is also a Registered Principal. Marcus has previously worked at Foresters Financial Services, Inc., Foresters Advisory Services LLC, and First Investors Corporation. Marcus specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/24/2019 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
06/04/2013 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 4/7/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/3/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/31/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/26/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 5/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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