Unclaimed
Marcus Sanchez is a financial professional with over five years of experience in the financial services industry. Marcus has a broad range of experience, having worked with both J.P. Morgan Securities LLC and PFS Investments Inc. before joining Fidelity Brokerage Services LLC. Marcus holds the Series 7, Series 6, and Series 63 licenses and is registered to provide investment advice in 53 states and districts.
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.
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.
1
2
FL
01/29/2024 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
IN
07/10/2021 - 08/24/2022
J.P. MORGAN SECURITIES LLC (CHESTERTON IN)
IN
05/16/2017 - 12/31/2020
PFS INVESTMENTS INC. (MERRILLVILLE IN)
BC
Issued 06/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Marcus Sanchez is the right advisor for you? Invested Better is here to help.