Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Taylor is a financial advisor who has been in the industry since 2018. Marcus is currently registered with USA Financial Securities LLC and has offices in ADA, MI; Omaha, NE; Red Oak, IA; and Oakland, IA. Marcus specializes in working with individuals, high-net-worth individuals, and corporations and other businesses. Marcus offers financial planning and portfolio management services. Marcus is also a member of the Iowa Army National Guard and serves on the City Council of Villisca, IA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MI
10/04/2021 - Present
USA Financial Securities LLC (ADA MI)
BOTH
Issued 07/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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