Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Vince Little is a financial advisor with Raymond James Financial Services Advisors, Inc. Marcus has been in the financial services industry since August 1997. Marcus holds a Series 7, Series 24, and Series 63 licenses. Marcus also has a Certified Financial Planner designation. Marcus has been registered with Raymond James Financial Services Advisors, Inc. since July 2016. Previous to that, Marcus was registered with LPL Financial LLC. Marcus works in the STURGIS, MI office and serves clients in various states. Marcus Vince Little and Raymond James Financial Services Advisors, Inc. can help with financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and more.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
08/12/2016 - Present
Raymond James Financial Services Advisors, Inc. (STURGIS MI)
MI
01/14/2000 - 07/19/2016
LPL FINANCIAL LLC (STURGIS MI)
FL
08/28/1997 - 01/21/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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