Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Kent Peters is a financial professional registered with Stifel, Nicolaus & Company, Inc. based in San Francisco, California. Marcus has been in the industry since June 5, 2017. Marcus holds Series 50, Series 52, and Series 63 licenses. In addition to being registered with FINRA, Marcus is also registered in 53 states. Marcus has a diverse range of clients including high-net-worth individuals, corporations, investment companies and insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/06/2017 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2024
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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