Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Marcum is a registered Investment Advisor Representative with First Advisors National, LLC. Michael has been in the industry since 1993 and has experience with a variety of investments, including securities, mutual funds, and retirement planning. Michael has an active registration with the state of Hawaii. Michael is also a Senior Loan Officer at C2 Financial Corp.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
HI
03/13/2023 - Present
First Advisors National, LLC (Kapolei HI)
MA
04/06/1994 - 12/31/1995
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CA
04/26/1993 - 01/01/1994
QUEST SECURITIES, INC. (FAIR OAKS CA)
IA
Issued 07/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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