Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Lamar Johnson is a financial advisor in Atlanta, GA with over 14 years of experience in the industry. Marlon currently works for Cetera Investment Advisers LLC and is registered with the state of Georgia. Marlon also has prior experience with firms such as First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Investors Capital Corp., Legend Equities Corporation, VSR Financial Services, Inc., and Cambridge Investment Research, Inc. Marlon holds licenses for Series 7, Series 63, Series 24, Series 52, Series 53, and the SIE exam. Marlon specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Marlon also specializes in portfolio management for businesses and individuals.
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.
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
03/20/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
12/11/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ATLANTA GA)
GA
12/11/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
12/11/2015 - 11/02/2017
GIRARD SECURITIES, INC. (ATLANTA GA)
GA
12/11/2015 - 01/18/2017
INVESTORS CAPITAL CORP. (ATLANTA GA)
GA
12/11/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (Atlanta GA)
GA
12/11/2015 - 11/29/2016
VSR FINANCIAL SERVICES, INC. (Atlanta GA)
GA
07/21/2014 - 11/24/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
04/18/2011 - 04/03/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
08/31/2010 - 02/15/2011
WELLS FARGO ADVISORS, LLC (WOODSTOCK GA)
GA
07/24/2008 - 06/07/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/4/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/20/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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