Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Reed is a financial professional with over 20 years of experience in the industry. Marcus is currently registered with Charles Schwab & Co., Inc. and has previously held positions at TD Ameritrade, Inc. and Scottrade, Inc. Marcus has a strong track record of providing investment advice and guidance to clients in a variety of financial situations. Marcus holds the Series 63, 65, 7, 31, 9, 10, and SIE licenses. Marcus is committed to helping clients achieve their financial goals and is passionate about providing them with the resources and information they need to make informed decisions.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/15/2019 - Present
Charles Schwab & CO., Inc. (Houston TX)
TX
02/26/2018 - 04/25/2019
TD AMERITRADE, INC. (HOUSTON TX)
TX
11/22/2016 - 02/26/2018
SCOTTRADE, INC. (HOUSTON TX)
TX
08/05/2014 - 02/10/2016
SCOTTRADE, INC. (HOUSTON TX)
TX
11/06/2002 - 04/28/2014
TD AMERITRADE, INC. (HOUSTON TX)
RI
09/21/1999 - 06/01/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
11/01/1996 - 09/02/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/26/1996 - 09/27/1996
RAS SECURITIES CORP. (NEW YORK NY)
IA
Issued 11/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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