Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Lollie is a financial advisor with over 20 years of experience in the industry. Marcus is currently registered with Moelis & Co. LLC and is licensed to offer securities in California. Marcus has a strong track record of success and is committed to providing his clients with personalized financial advice and investment strategies. Marcus has a broad range of experience in the financial services industry, including investment banking, capital markets, and wealth management. Before joining Moelis & Co. LLC, Marcus worked at Hollister Associates, LLC and Credit Suisse Securities (USA) 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.
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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CA
01/13/2023 - Present
Moelis & Co. LLC (LOS ANGELES CA)
SC
03/05/2020 - 01/17/2023
HOLLISTER ASSOCIATES, LLC (MOUNT PLEASANT SC)
CA
01/12/2001 - 09/07/2017
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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