Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus David Smith is a financial advisor in Greenwood Village, Colorado. Smith has been a financial advisor since 2016, and is currently registered with Empower Advisory Group, LLC. Smith has a Series 7, Series 63, and SIE license, and holds the Certified Financial Planner designation. Smith's previous employment was with Edward Jones in Castle Rock, Colorado.
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.
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.
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CO
12/16/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
05/17/2016 - 10/20/2016
EDWARD JONES (CASTLE ROCK CO)
BC
Issued 06/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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