Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Hanna is a financial advisor with Key Investment Services LLC. Marcus has been in the financial industry since 2014 and is registered to provide investment advice in 27 states. Marcus is also a registered representative of Key Investment Services LLC. Marcus holds the Series 6, 7, 63, and 66 securities licenses. Marcus has experience working with high-net-worth individuals, charitable organizations, corporations, and other businesses.
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
04/11/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
05/16/2017 - 05/08/2019
J.P. MORGAN SECURITIES LLC (BEACHWOOD OH)
OH
08/19/2014 - 05/12/2017
AMERITAS INVESTMENT CORP. (Willoughby OH)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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