Unclaimed
Marcus Gustafsson is an Investment Advisor Representative with Gustafsson Wealth Management, Inc. Marcus has been in the industry for more than 20 years and has a strong background in providing financial planning and portfolio management services to both individuals and high-net-worth individuals. He is registered in both Georgia and Louisiana and has a Series 7, Series 63, and Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
12/05/2005 - Present
Gustafsson Wealth Management, Inc. (ATLANTA GA)
LA
05/09/2001 - 12/12/2005
FBT INVESTMENTS, INC. (NEW ORLEANS LA)
LA
11/08/2000 - 05/10/2001
SISUNG SECURITIES CORPORATION (NEW ORLEANS LA)
IA
Issued 11/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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