Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Gowdy is a financial advisor with over 9 years of experience in the industry. Currently, Marcus is registered with Fidelity Personal And Workplace Advisors and has a total of 32 state registrations. Marcus has held previous roles with Fidelity Brokerage Services LLC, Chase Investment Services Corp., Fisher Investments, and Fidelity Brokerage Services. Marcus is an active member of the industry with various state and product licenses. The advisor holds licenses for Series 6, 7, 63, and 66. Marcus currently holds a Series 66 registration for both Michigan and Texas. Marcus holds registrations in various other states. Marcus has a strong commitment to providing quality financial advice to clients. Marcus works with a wide range of clients including individuals, corporations, pension plans, and charitable organizations. Marcus is a dedicated advisor who is passionate about helping clients 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.
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.
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2
MI
09/29/2020 - Present
Fidelity Personal AND Workplace Advisors (TROY MI)
MI
06/15/2012 - 02/24/2020
FIDELITY BROKERAGE SERVICES LLC (NOVI MI)
MI
08/15/2011 - 06/05/2012
CHASE INVESTMENT SERVICES CORP. (CANTON MI)
BOTH
Issued 08/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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