Unclaimed
Marcus Bloom is an Investment Advisor Representative, with a current registration in Georgia. Marcus has worked in the financial services industry for over 20 years. Marcus is currently associated with Donaldson Capital Management LLC and has held previous positions with ROYAL ALLIANCE ASSOCIATES, INC., SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC and The CORE Group.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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.
A percentage of fees under management
1
2
GA
10/05/2021 - Present
Donaldson Capital Management LLC (Atlanta GA)
GA
11/02/2018 - 01/30/2019
ROYAL ALLIANCE ASSOCIATES, INC. (ATHENS GA)
GA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ATHENS GA)
GA
05/14/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ATHENS GA)
AZ
02/23/2001 - 04/01/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 03/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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