Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Marcell is a financial advisor with Avantax Advisory Services. Robert has been in the financial industry since 1990. Robert is registered with FINRA and the states of Alabama, Colorado, Connecticut, Florida, Georgia, Louisiana, Mississippi, North Carolina, Ohio, Oklahoma, South Carolina, and Texas. Robert holds the Series 7 and Series 63 licenses. Robert is also a Registered Investment Advisor in Louisiana and Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
LA
02/05/2024 - Present
Avantax Advisory Services (MORGAN CITY LA)
LA
08/23/2011 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MORGAN CITY LA)
LA
12/22/1998 - 08/25/2011
INVEST FINANCIAL CORPORATION (PATTERSON LA)
IL
08/03/1998 - 12/22/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
01/09/1995 - 08/19/1998
MARQUIS INVESTMENTS, L.L.C.
LA
12/20/1989 - 12/31/1991
SISUNG SECURITIES CORPORATION (NEW ORLEANS LA)
NA
03/03/1988 - 12/20/1989
SISUNG SECURITIES, INC.
NA
06/24/1986 - 04/24/1987
BLINDER, ROBINSON & CO.,INC.
BC
Issued 06/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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