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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Chase Littlewood is a registered Investment Advisor Representative with Soltis Investment Advisors, LLC. Marcus is a Series 65 licensed professional who has been in the financial services industry since 2020. Marcus has prior experience in the financial services and sports industries, including Bay Equity Home Loans, Seattle Mariners, Arizona Diamondbacks, and Brigham Young University. Marcus's professional experience provides him with the skills and knowledge to provide financial advice to individuals, families, and businesses. Marcus is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
03/27/2024 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
IA
Issued 03/18/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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