Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Orion Schafer is a financial advisor with Greenspring Advisors, LLC. Marcus has been in the industry since November 20, 2014. Marcus holds the Series 63, SIE and Series 7 licenses and is registered in 49 states, as well as the District of Columbia. Marcus also holds the Certified Financial Planner designation. Marcus's current practice focuses on providing financial planning and investment management services for individuals, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting and educational 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.
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2
MD
10/08/2024 - Present
Greenspring Advisors, LLC (TOWSON MD)
BC
Issued 11/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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