Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Nilsson is a financial advisor registered with Equitable Advisors, LLC. Marcus has been in the financial services industry since 2016. Marcus has a Series 7TO, Series 66, and a Series 45 license. Marcus is registered to provide investment advisory services in Alabama, Arizona, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Marcus is also registered with FINRA and the SEC. Marcus has a branch office in San Rafael, California.
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.
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.
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2
CA
02/13/2023 - Present
Equitable Advisors, LLC (SAN RAFAEL CA)
FL
09/26/2005 - 10/21/2010
CITADEL SECURITIES LLC (MIAMI FL)
IL
06/28/2005 - 09/23/2005
EQUITEC PROPRIETARY MARKETS, LLC (CHICAGO IL)
BOTH
Issued 07/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 45 - PCX Floor Broker Exam
Active
Inactive
F
FINRA
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