Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Jermaine Robinson is a financial advisor with over 13 years of experience in the financial services industry. Marcus is currently registered as an Investment Advisor Representative with Foundations Investment Advisors LLC and Revision Wealth Management LLC. Marcus also holds a Series 6 and Series 63 license as well as the SIE exam. Marcus is focused on helping individuals and businesses reach their financial goals. Marcus specializes in financial planning, portfolio management, and investment advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
04/03/2023 - Present
Foundations Investment Advisors LLC (Gainesville FL)
FL
08/08/2019 - 02/23/2023
GWN SECURITIES INC. (GAINESVILLE FL)
FL
12/20/2010 - 08/31/2018
VOYA FINANCIAL ADVISORS, INC. (GAINESVILLE FL)
FL
09/18/2008 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (GAINESVILLE FL)
BC
Issued 07/09/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Marcus Robinson is the right advisor for you? Invested Better is here to help.
