Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Bosley is a financial professional with over 38 years of experience in the industry. Marcus has a broad range of experience and holds the Series 6, Series 22, Series 62, Series 63 and SIE licenses. Marcus is currently registered with MML Investors Services, LLC and has been with this firm since 1988. Marcus is also registered with the states of California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Montana, North Carolina, Ohio, Tennessee, Virginia, and West Virginia. Marcus has prior experience with NML EQUITY SERVICES, INC. and Northwestern Mutual Life. Marcus also provides life and health consulting services through Marcus W. Bosley & Associates, Inc. and is also a partner in Ashley-Worth, LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
KY
10/28/2010 - Present
MML Investors Services, LLC (OWENSBORO KY)
NA
09/06/1984 - 01/19/1988
NML EQUITY SERVICES, INC.
BC
Issued 4/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 4/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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