Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Leon Tolbert is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Marcus has been in the industry since 2013. Before joining Tiaa-Cref Individual & Institutional Services, LLC, Marcus was with WELLS FARGO ADVISORS, LLC. Marcus is registered in North Carolina. Marcus holds the Series 6, Series 63, and SIE licenses.
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.
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.
Compensation from affiliates
1
2
NC
09/22/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
05/16/2013 - 09/11/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marcus Tolbert is the right advisor for you? Invested Better is here to help.
