Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Leung is a registered investment advisor representative with MML Investors Services, LLC. Marcus Leung has been in the financial industry since March 24, 2008, and is registered in 15 states and territories. Marcus Leung is also a registered investment advisor. Marcus Leung has passed the Series 6, 7, 63, 65, and SIE exams. Marcus Leung has a history of working in the financial industry, including positions with Mass Mutual and MML Investors Services Inc. Marcus Leung works out of the Pleasanton, CA office of MML Investors Services, LLC. Marcus Leung has a history of working with individuals, corporations, charitable organizations, pension plans, and trusts.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
08/09/2016 - Present
MML Investors Services, LLC (Pleasanton CA)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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