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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Mayurkant Trivedi is a financial advisor registered with SPC. Marcus has been in the financial services industry for over 23 years. He offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. He is a Certified Financial Planner and has passed the Series 63, Series 65, Series 7, and SIE exams. Marcus works out of the SPC office in Ann Arbor, Michigan.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
11/09/2023 - Present
SPC (ANN ARBOR MI)
NY
01/02/2000 - 09/30/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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