Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Fielding is a financial advisor with over 15 years of experience in the financial services industry. Marcus has held licenses in a number of states and worked for firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and BB&T Investment Services, Inc. He currently is registered as a representative for Wells Fargo Clearing Services, LLC. Marcus offers a wide range of financial services, including investment management, financial planning, and portfolio management for businesses and individuals. Marcus is committed to providing his clients with personalized financial advice and helping them 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
NC
08/23/2019 - Present
Wells Fargo Clearing Services, LLC (WILSON NC)
NC
06/25/2009 - 05/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILSON NC)
NC
03/22/2006 - 06/05/2009
BB&T INVESTMENT SERVICES, INC. (WILSON NC)
IA
Issued 05/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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