Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Stell is an investment advisor representative at Fisher Investments. Marcus has over 20 years of experience in the financial services industry. Marcus holds the Series 7, 63, 65 and SIE licenses. Marcus has previously worked at Fidelity Brokerage Services LLC, USAA Financial Advisors, Inc., J.P. Morgan Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, CUSO Financial Services, L.P., SWBC Investment Services, LLC, Financial Network Investment Corporation, and H&R Block Financial Advisors, Inc. Marcus's specialties include: Portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/16/2022 - Present
Fisher Investments (PLANO TX)
TX
09/09/2020 - 07/26/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/14/2016 - 06/12/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/03/2013 - 06/08/2016
J.P. MORGAN SECURITIES LLC (FORNEY TX)
TX
10/25/2012 - 08/26/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
01/04/2010 - 09/21/2012
CUSO FINANCIAL SERVICES, L.P. (MESQUITE TX)
TX
01/04/2007 - 12/22/2009
SWBC INVESTMENT SERVICES, LLC (MESQUITE TX)
TX
07/02/2002 - 12/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (MESQUITE TX)
MI
02/08/1995 - 06/27/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 09/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
Not sure Marcus Stell is the right advisor for you? Invested Better is here to help.
