Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Magyar is a financial advisor with over 14 years of experience in the industry. Marcus has worked with several firms, including Prudential Investment Management Services LLC and Scottrade, Inc. Marcus is currently a partner at Captrust and manages their wealth management and executive financial planning practice. Marcus is registered as an Investment Advisor Representative in Pennsylvania. Marcus also holds Series 63, 65, 7 and 26 licenses and has passed the SIE exam.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/17/2015 - Present
Captrust (ALLENTOWN PA)
PA
08/09/2012 - 03/28/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
PA
05/13/2009 - 08/06/2012
SCOTTRADE, INC. (SCRANTON PA)
IA
Issued 06/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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