Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Norton is an investment advisor representative with Osaic Wealth, Inc. located in LOUISVILLE, KY. Marcus has been in the industry since September 2007 and has a Series 66, Series 7 and SIE license. Marcus has been registered with Securities America, Inc. and now works with Osaic Wealth, Inc.. Marcus is a registered investment advisor in Kentucky, Indiana, North Carolina, Ohio, South Carolina and Tennessee. Marcus specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Marcus is committed to providing personalized financial advice and guidance to help clients reach 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.
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.
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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KY
06/14/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
09/03/2007 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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