Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Quirt is an investment advisor representative with LPL Financial LLC and has been in the industry since 2003. Marvin is registered to offer securities and investment advisory services in 22 states. He holds the Series 6, 7, 24, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) exam. Marvin was previously registered with Mutual Service Corporation and American General Securities Incorporated. Marvin is located in Tucson, Arizona and is affiliated with the firm's branch office in Tucson.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
09/08/2009 - Present
LPL Financial LLC (TUCSON AZ)
AZ
11/28/2007 - 09/08/2009
MUTUAL SERVICE CORPORATION (TUCSON AZ)
AZ
05/29/2003 - 11/29/2007
AMERICAN GENERAL SECURITIES INCORPORATED (TUCSON AZ)
IA
Issued 12/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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