Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Sarnecki is a financial advisor at Fidelity Personal And Workplace Advisors in Covington, KY. Marcus has been in the industry since 2016 and holds Series 6, 7TO, 63, and 66 licenses. Previously, Marcus was registered with Mutual of America Securities LLC and Mutual of America Life Insurance Company. Marcus specializes in providing financial advice to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Marcus is committed to providing personalized financial planning services to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
KY
10/17/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
05/10/2017 - 06/24/2019
MUTUAL OF AMERICA SECURITIES LLC (Covington KY)
KY
11/05/2015 - 06/24/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Covington KY)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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