Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Delwin Dusenbury is an investment advisor representative at Edelman Financial Engines. Marcus has been working in the financial services industry since 2001, starting his career at UBS Financial Services. Marcus holds Series 7 and Series 66 licenses. Marcus is also a member of AACKME LLC, which is involved in real estate rentals. Marcus is registered to provide investment advice in Texas and Washington.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
04/13/2022 - Present
Edelman Financial Engines (BOTHELL WA)
WA
01/23/2009 - 02/14/2017
LPL FINANCIAL LLC (SEATTLE WA)
WA
03/02/2001 - 02/11/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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