Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Atkinson has been in the financial services industry since 1995. Marcus is currently registered with First Citizens Investor Services, Inc. in Charlotte, North Carolina. Previously, Marcus was registered with SunTrust Investment Services, Inc. in Concord, North Carolina; Wachovia Securities, LLC in St. Louis, Missouri; and First Union Brokerage Services, Inc. in Charlotte, North Carolina. Marcus is a registered representative and investment advisor representative in the state of North Carolina and in several other states. Marcus holds the Series 6, 7, 10, 24, 63, and 65 licenses. Marcus specializes in providing financial planning, portfolio management for individuals and businesses, 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.
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
NC
08/27/2012 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
NC
08/08/2006 - 08/21/2012
SUNTRUST INVESTMENT SERVICES, INC. (CONCORD NC)
MO
10/01/2000 - 07/10/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/22/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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