Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlin? Claim Your ProfileMarlin Duncan is a financial advisor with Truist Advisory Services, Inc. Marlin has been in the financial industry since 1994 and has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Southtrust Securities, LLC, Liberty Securities Corporation, SunTrust Securities, Inc., Sterne, Agee & Leach, Inc. and Prudential Securities Incorporated. Marlin's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Financial Planning and Publication of Periodicals. Marlin holds the Series 3, Series 7, Series 63 and Series 65 licenses and the SIE certification. Marlin also holds the Certified Financial Planner designation.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
09/06/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
03/07/2005 - 12/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
AL
02/19/1999 - 03/07/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
03/16/1999 - 04/04/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
GA
01/04/1996 - 02/19/1999
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
10/27/1994 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
AL
07/01/1994 - 07/19/1994
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NY
10/09/1992 - 12/09/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/14/1990 - 11/09/1990
J. W. GANT & ASSOCIATES, INC.
NY
05/01/1990 - 05/23/1990
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
IA
Issued 11/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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