Unclaimed
Marcus Gilliam is a financial advisor with Park Avenue Securities LLC. Marcus is licensed to provide financial advice in the states of California, Florida, Iowa, New Mexico and Texas. Marcus is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Marcus has been in the financial services industry since 2015. Marcus specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
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
TX
03/04/2022 - Present
Park Avenue Securities LLC (FRISCO TX)
TX
04/11/2015 - 01/28/2022
NYLIFE SECURITIES LLC (ABILENE TX)
BC
Issued 08/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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