Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Burns is a financial advisor at LPL Financial LLC. Marcus has been in the financial services industry since 2000. Marcus is a registered representative and investment advisor representative in Indiana. Marcus has experience with PNC Investments, KEY INVESTMENT SERVICES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SCOTTRADE, INC., ASCENT REAL ESTATE SECURITIES, LLC, TD AMERITRADE, INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC, OLD MUTUAL INVESTMENT PARTNERS, and TRANSAMERICA CAPITAL, INC. Marcus has passed the Series 6, Series 7, Series 63, and Series 65 exams. Marcus specializes in investment advisory services, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IN
04/12/2022 - Present
LPL Financial LLC (BROWNSBURG IN)
IN
12/23/2019 - 08/09/2021
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
07/06/2018 - 05/30/2019
KEY INVESTMENT SERVICES LLC (LEBANON IN)
IN
11/14/2016 - 04/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
CO
05/13/2014 - 02/26/2016
SCOTTRADE, INC. (GREENWOOD VILLAGE CO)
NY
09/27/2013 - 03/24/2014
ASCENT REAL ESTATE SECURITIES, LLC (NEW YORK NY)
CO
11/21/2012 - 03/19/2013
TD AMERITRADE, INC. (DENVER CO)
CO
06/07/2010 - 11/02/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
09/23/2004 - 07/27/2009
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
CO
10/13/2000 - 05/09/2003
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
Issued 12/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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