Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Sikors is a financial advisor at Cambridge Investment Research Advisors, Inc. Marcus has been in the financial services industry since 2007. Marcus is registered with the state of California as both a broker-dealer and an investment advisor representative. Marcus also holds the Series 63, Series 65, Series 7 and SIE securities licenses. Marcus has prior experience at Stockcross Financial Services, Inc. Marcus is a member of the investment committee at Vista del Mar. Marcus is also the real estate chairman of the board and association manager for North Coast Business Park.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/07/2013 - Present
Cambridge Investment Research Advisors, Inc. (BEVERLY HILLS CA)
CA
07/09/2007 - 06/27/2012
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
IA
Issued 08/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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