Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Allen is a registered representative with Equitable Advisors, LLC and has been in the financial services industry since 2017. Marcus Allen is licensed to provide investment advice in 11 states and is also a registered representative with FINRA and the state of North Carolina. Marcus Allen has completed the Series 66, Series 7 and SIE exams. Marcus Allen specializes in providing financial planning, pension consulting, and educational seminars. Marcus Allen works with clients of all types including high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Marcus Allen's firm, Equitable Advisors, LLC, is a large firm with over 141,000 clients and $32 billion in regulatory assets under management. Equitable Advisors, LLC is a full-service firm offering a wide range of investment products and services.
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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NC
06/07/2022 - Present
Equitable Advisors, LLC (RALEIGH NC)
BOTH
Issued 10/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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