Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Lewis is a financial professional with over 6 years of experience in the industry. Marcus is currently registered with Fidelity Brokerage Services LLC and holds Series 7, Series 63, and Series 7TO licenses. Previously, Marcus was registered with PFS Investments Inc. and Kalos Capital, Inc. Marcus is licensed in all 50 states and the District of Columbia.
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.
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.
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2
RI
11/18/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
FL
06/08/2019 - 10/18/2021
PFS INVESTMENTS INC. (ALTAMONTE SPRINGS FL)
FL
05/27/2015 - 05/26/2017
KALOS CAPITAL, INC. (LONGWOOD FL)
BC
Issued 04/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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