Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus L. Grubb is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Marcus has been in the industry since May 14, 2001, and has held registrations in 29 states and 2 provinces. He is a Certified Financial Planner and has experience in various aspects of financial advisory services, including portfolio management, financial planning, pension consulting, and educational seminars. Marcus has a strong track record of success in helping individuals and families reach their financial goals. He is dedicated to providing clients with personalized advice and guidance, and he is committed to building long-term relationships with clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
07/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEL AIR MD)
MD
08/01/2005 - 10/24/2008
FERRIS, BAKER WATTS INCORPORATED (BEL AIR MD)
NY
05/14/2001 - 08/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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