Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Schmidt is a registered representative with LPL Financial LLC and has been in the industry since March 24, 2022. Marcus is licensed in 20 states and holds the Series 7TO, SIE, and Series 66 licenses. Marcus is based in Lincoln, Nebraska and works with a variety of clients including individuals, businesses, high-net-worth individuals, trusts, estates, charitable organizations, and pension plans. He offers financial planning services, portfolio management, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NE
04/22/2022 - Present
LPL Financial LLC (LINCOLN NE)
BOTH
Issued 04/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Marcus Schmidt is the right advisor for you? Invested Better is here to help.
