Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Kline is a registered investment advisor representative with Morgan Stanley, with over 20 years of experience in the industry. Marcus has been associated with Morgan Stanley and its predecessors since May 2021. Prior to joining Morgan Stanley, Marcus was employed by J.P. Morgan Securities LLC and Sanford C. Bernstein & Co., LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/07/2021 - Present
Morgan Stanley (New York NY)
NY
03/28/2011 - 05/13/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/11/2001 - 04/07/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/14/1995 - 06/20/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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