Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Sanchez is an Investment Advisor Representative with State Farm Investment Management Corp., located in Commerce City, CO. Marcus has been in the financial industry since February 17, 2009 and is currently registered as an Investment Advisor Representative in Colorado. Marcus holds the Series 6, Series 6TO, and Series 65 licenses. Marcus is also a licensed Real Estate Broker Associate. Marcus has previously worked at NYLIFE SECURITIES LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CO
05/01/2023 - Present
State Farm Investment Management Corp. (Commerce City CO)
CO
03/02/2006 - 02/03/2020
NYLIFE SECURITIES LLC (DENVER CO)
IA
Issued 12/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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