Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Gunawan is a financial advisor who has been in the industry since 2002. He is currently registered with Packerland Brokerage Services, Inc. as a Registered Representative and Investment Adviser Representative. Prior to Packerland Brokerage Services, Inc., Marcus worked at Foresters Equity Services, Inc. and The Leaders Group, Inc. Marcus holds a Series 7, Series 31, Series 63, and Series 65 license. He has also earned the Certified Financial Planner designation.
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.
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.
1
2
CA
10/12/2018 - Present
Packerland Brokerage Services, Inc. (Rosemead CA)
CA
08/10/2016 - 10/12/2018
FORESTERS EQUITY SERVICES, INC. (CITY OF INDUSTRY CA)
CO
03/19/2004 - 08/04/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
07/17/2001 - 07/24/2002
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
05/01/2000 - 08/28/2000
TBG FINANCIAL (LOS ANGELES CA)
NY
10/20/1998 - 04/15/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marcus Gunawan is the right advisor for you? Invested Better is here to help.
