Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Fanning Marcus is a registered representative with MML Investors Services, LLC in San Leandro, California. Samuel is a licensed investment advisor representative in Arizona, California and Texas. Samuel has been in the financial services industry for over 9 years. Samuel has passed the Series 7TO, Series 66 and the SIE exams.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
01/22/2024 - Present
MML Investors Services, LLC (SAN LEANDRO CA)
BOTH
Issued 12/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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