Unclaimed
Robert Franklin Marcus is a financial advisor with Fifth Third Securities, Inc. Robert has been in the industry since 1994. Robert is licensed in 20 states and holds Series 7, 9, 10, 24, 79, 99TO, and SIE licenses. Robert provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert previously worked at CITIGROUP GLOBAL MARKETS INC. and SUNTRUST CAPITAL MARKETS, INC.
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.
Sponsor wrap fee program
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.
1
2
GA
04/27/2010 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
NY
05/23/2006 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
01/02/1998 - 04/21/2006
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
10/24/1994 - 01/02/1998
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
07/22/1994 - 10/24/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 8/8/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 12/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/29/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 7/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Marcus is the right advisor for you? Invested Better is here to help.