Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Joel White is a financial advisor registered with Terra Wealth. Marcus holds multiple licenses and certifications, including Series 63, 65, and SIE. Marcus's primary area of focus is investment advisory services and financial planning.
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.
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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WI
09/30/2022 - Present
Terra Wealth (WAUSAU WI)
WI
09/21/2019 - 10/03/2022
PFS INVESTMENTS INC. (WAUSAU WI)
IA
Issued 12/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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