Invested Better
Unclaimed

Unclaimed

Unclaimed

Marcus Sanchez

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marcus? Claim Your Profile

About Marcus Sanchez

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.

Firm Information

Marcus Sanchez is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marcus Sanchez’s Registration & Firm History

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)

Not sure if Marcus Sanchez is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Marcus Sanchez.
Not sure if Marcus Sanchez is right for you?