Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Thompson is a financial advisor with over 16 years of experience in the industry. Marcus has worked for several firms including Wells Fargo Clearing Services, LLC, Country Capital Management Company, BB&T Investment Services, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Marcus is currently registered with J.P. Morgan Securities LLC. Marcus holds the Series 66, Series 7, and SIE licenses and is registered in several states. Marcus specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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
GA
09/24/2024 - Present
J.p. Morgan Securities LLC (Loganville GA)
GA
02/27/2014 - 08/06/2021
WELLS FARGO CLEARING SERVICES, LLC (LILBURN GA)
GA
01/03/2012 - 01/09/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (MACON GA)
GA
03/07/2011 - 12/20/2011
BB&T INVESTMENT SERVICES, INC. (MACON GA)
GA
01/01/2008 - 03/08/2011
WELLS FARGO ADVISORS, LLC (DUBLIN GA)
GA
08/13/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MILLEDGEVILLE GA)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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