Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Tobin is an investment advisor representative with Key Investment Services LLC, registered with the state of New York. Marcus has been in the industry since July 2023. Marcus holds the Series 7TO, Series 66 and SIE licenses. Marcus has previous experience with CETERA INVESTMENT SERVICES LLC, and has a background in financial services. Marcus specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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OH
04/09/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
10/20/2023 - 03/18/2024
CETERA INVESTMENT SERVICES LLC (LATHAM NY)
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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