Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Arnold is a financial advisor who is registered with Fidelity Personal and Workplace Advisors. Marcus has been in the financial services industry since 2010. Marcus has a Series 6, 7, 63, 65 and 66 license. Marcus is registered in 53 states and the District of Columbia. Marcus is also registered as an investment advisor representative in Texas.
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.
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
TX
03/22/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
CO
09/16/2014 - 07/20/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLORADO SPRINGS CO)
CO
12/21/2012 - 06/19/2014
NYLIFE SECURITIES LLC (DENVER CO)
CO
07/27/2010 - 12/08/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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