Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Jean-simon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in 53 states and the District of Columbia. Marcus has over 17 years of experience in the financial industry and is a registered representative with FINRA and a registered investment advisor. Marcus holds several professional designations and is a graduate of the University of Illinois at Urbana-Champaign. Marcus specializes in providing financial advice to individuals, families, and businesses. Marcus has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for over 10 years and has a proven track record of success.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/26/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
NY
07/16/2010 - 12/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
09/21/2009 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (WOODRIDGE IL)
NJ
03/30/2007 - 01/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
IL
02/13/2006 - 04/11/2006
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IL
09/22/2004 - 02/14/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/27/2003 - 09/22/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
08/26/2003 - 10/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/2003 - 10/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/07/2000 - 01/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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