Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Worth Bosley is a financial advisor registered with MML Investors Services, LLC in Owensboro, Kentucky. Marcus is a veteran advisor, with experience in the industry since 1984. He provides financial advice to individuals, families, and businesses. He specializes in investment management, financial planning, and pension consulting. Marcus is a Chartered Financial Consultant and holds Series 6, 22, 62, and 63 licenses. He is also registered to provide investment advisory services in multiple states.
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 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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