Unclaimed
Marcus Brandenburg is a financial advisor with over 20 years of experience in the financial services industry. Marcus is currently registered with PSI Advisors, LLC, an independent investment advisor firm located in Tampa, FL. Marcus has held previous positions with Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, and Merrill Lynch. Marcus's experience and knowledge in the financial services industry allow him to provide a wide range of financial services to individuals, families, and businesses. His services include financial planning, investment management, and retirement planning. Marcus is committed to helping his clients achieve their financial goals and providing them with the personalized attention they deserve.
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.
1
2
FL
04/12/2019 - Present
PSI Advisors, LLC (TAMPA FL)
FL
09/02/2011 - 05/01/2017
AMERIPRISE FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
06/01/2009 - 09/23/2011
MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
FL
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PALM HARBOR FL)
FL
08/14/1997 - 02/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
IA
Issued 09/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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