Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael C Marquis is a registered investment advisor representative with Ameritas Advisory Services, LLC. Michael has been working in the securities industry since August 28, 2018 and has a Series 6, Series 63, and Series 65 license. Michael is licensed to sell securities in Maine. Michael is registered with Ameritas Advisory Services, LLC and is located in Presque Isle, ME. The firm is headquartered in Lincoln, NE. Michael is a financial advisor with more than 6 years of experience in providing financial advice to individuals, families, and businesses. Michael is passionate about helping clients reach their financial goals and offers a wide range of services, including investment management, financial planning, and retirement 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.
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.
Solicitor fees
1
2
ME
01/30/2023 - Present
Ameritas Advisory Services, LLC (PRESQUE ISLE ME)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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