Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Bryant Marshall is an investment advisor representative. Marcus has been in the industry for 8 years and has been with Missionsquare Retirement for 7 years. Marcus specializes in providing portfolio management for individuals and businesses. Marcus is registered as a broker-dealer with the state of California and as an investment advisor representative in California and Arizona. Marcus has also passed the Series 63 and 65 state exams as well as the Series 6 and SIE product exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
03/16/2020 - Present
Missionsquare Retirement (WASHINGTON DC)
IA
Issued 08/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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