Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Wallace is a registered investment advisor representative at Fidelity Personal and Workplace Advisors. Marcus has been in the industry since 2007 and has previously worked at E*TRADE Securities LLC and Waddell & Reed, Inc. Marcus specializes in investment advice for individuals, businesses, and charitable organizations. He is registered to provide investment advice in 13 states. Marcus is a licensed securities principal and holds several securities licenses including Series 7, Series 10, Series 9, Series 4, Series 24 and Series 66.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
09/27/2023 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
02/27/2008 - 08/02/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
09/05/2007 - 02/11/2008
WADDELL & REED, INC. (ATLANTA GA)
BOTH
Issued 09/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/02/2010
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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