Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Paul Anderson is an investment advisor representative at Macquarie Investment Management Business Trust, a firm that manages assets in the range of $1 billion to $10 billion. Marcus has been in the financial industry since 1995 and has held various positions at firms like ING Investments Distributor, LLC, Shay Financial Services, Inc., Van Kampen Funds Inc. and MetLife Securities Inc.. Marcus is registered with the state of Pennsylvania and Michigan. Marcus specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
MA
09/20/2005 - 01/03/2011
ING INVESTMENTS DISTRIBUTOR, LLC (BELCHERTOWN MA)
FL
02/11/2004 - 04/15/2004
SHAY FINANCIAL SERVICES, INC. (CORAL GABLES FL)
TX
03/18/1999 - 01/06/2004
VAN KAMPEN FUNDS INC. (HOUSTON TX)
GA
11/06/1995 - 03/08/1999
WMA SECURITIES, INC. (DULUTH GA)
MA
04/05/1995 - 09/26/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/05/1995 - 09/26/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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