Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Coleman is an investment advisor representative at Edward Jones. Marcus has been in the financial services industry since 2016 and is registered with the state of New Jersey and Texas. Marcus has a strong track record of success and is committed to providing personalized financial advice to help clients reach their goals. Marcus has experience in financial planning, portfolio management, and selection of other advisers. Marcus is also skilled in providing financial advice to individuals, businesses, and trusts.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
10/08/2024 - Present
Edward Jones (MOORESTOWN NJ)
FL
02/04/2022 - 03/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
03/03/2020 - 02/09/2022
RAYMOND JAMES & ASSOCIATES, INC. (PITTSFIELD MA)
PA
08/16/2018 - 12/02/2019
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
NJ
05/18/2017 - 06/20/2018
CITIZENS SECURITIES, INC. (VOORHEES NJ)
PA
11/10/2016 - 04/11/2017
AXA ADVISORS, LLC (PHILADELPHIA PA)
PA
08/29/2016 - 11/08/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
IA
Issued 10/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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