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 Martin is a financial advisor with U.s. Bancorp Investments, Inc. He is located in Charlotte, NC and has been in the industry since 2005. Marcus has a variety of licenses and registrations, including Series 7, 63, 24, and SIE. He has experience with various investment strategies and products. Marcus has a proven track record of success in helping his clients achieve their financial goals. He has held previous positions with GLOBAL OAK CAPITAL MARKETS LLC, JONESTRADING, UNICREDIT CAPITAL MARKETS LLC, TROIKA DIALOG USA, INC., Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
02/01/2021 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
SC
04/15/2014 - 12/04/2020
GLOBAL OAK CAPITAL MARKETS LLC (CHARLESTON SC)
SC
08/07/2012 - 01/28/2014
JONESTRADING (CHARLESTON SC)
NY
02/17/2011 - 06/01/2012
UNICREDIT CAPITAL MARKETS LLC (NEW YORK NY)
NY
09/24/2009 - 01/26/2011
TROIKA DIALOG USA, INC. (NEW YORK NY)
NY
08/25/2009 - 08/31/2009
TROIKA DIALOG USA, INC. (NEW YORK NY)
NY
07/25/2008 - 11/04/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/09/2007 - 05/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/02/2002 - 10/20/2006
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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