Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Barry Harris is an investment advisor representative with Fidelity Personal and Workplace Advisors. Marcus is registered with FINRA and is licensed to provide financial advice in 36 states. Marcus has been in the industry since 2006 and has a broad range of experience, including providing financial planning, investment management, and educational seminars. Previous employment was with Citigroup Global Markets Inc.
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.
1
2
MD
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MD
07/14/2005 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
IA
Issued 07/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Marcus Harris is the right advisor for you? Invested Better is here to help.
