Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Suman is a financial advisor with J.P. Morgan Securities LLC. Marcus has been in the industry since 2018 and holds the Series 7, 63, and 66 licenses. Marcus is registered to provide investment advice in 53 states, including Arizona and Texas. Marcus has been with J.P. Morgan Securities LLC since April 2024, prior to that he was with Fidelity Brokerage Services LLC from January 2022 to February 2024. Before joining Fidelity, Marcus worked at Charles Schwab & Co., Inc. Marcus has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
04/24/2024 - Present
J.p. Morgan Securities LLC (Tempe AZ)
UT
01/07/2022 - 02/07/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
AZ
02/02/2018 - 03/26/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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