Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Jay Tucker is an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm that manages over $800 billion in assets for individuals, families, and institutions. Marion Tucker has been in the financial services industry since 1999. Marion Tucker is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Marion Tucker works with clients in a variety of areas, including retirement planning, college savings, and estate planning.
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.
1
2
GA
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (DUNWOODY GA)
GA
08/14/2020 - 03/15/2021
EQUITABLE ADVISORS, LLC (ATLANTA GA)
IL
01/12/2018 - 07/09/2020
FIFTH THIRD SECURITIES, INC. (HARVEY IL)
IN
12/29/2014 - 02/01/2018
CETERA INVESTMENT SERVICES LLC (MUNSTER IN)
IL
09/22/2005 - 12/31/2012
INVESTORS CAPITAL CORP. (MATTESON IL)
NY
08/12/1999 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Marion Tucker is the right advisor for you? Invested Better is here to help.
