Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Mitchell is a financial advisor registered with Transamerica Financial Advisors, Inc., located in Cincinnati, Ohio. Marcus has been in the industry since April 2019 and has a Series 63 license, as well as Series 6TO and SIE exams. Marcus has been registered with the state of Ohio since May 2019. Marcus also works with clients in Alabama, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Pennsylvania, Rhode Island, Tennessee, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/01/2019 - Present
Transamerica Financial Advisors, Inc. (CINCINNATI OH)
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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