ADVISOR BIO

Marcus Vogel is a financial advisor with J.P. Morgan Securities LLC. Marcus is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Marcus has been in the industry for over 1 year and has a Series 63, Series 79TO and SIE. Marcus has a special focus on providing financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Marcus Swaim is a registered representative with J.P. Morgan Securities LLC. Marcus has been in the securities industry since 1999 and has a broad range of experience. Marcus holds Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Marcus is registered to offer securities in 53 states and has been with J.P. Morgan Securities LLC since 2004.

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ADVISOR BIO

Marcus Claude Jones is a financial advisor registered with UBS Financial Services Inc. Marcus has been in the securities industry since 2007. Marcus is a licensed securities representative with 12 years of experience in the industry. Marcus has been registered with UBS Financial Services Inc. since 2019. Marcus holds a Series 7, Series 63, and Series 66 license. Marcus is registered to offer investment advice and sell securities in 13 states. Marcus is registered with UBS Financial Services Inc., which has offices in Palo Alto and San Francisco. UBS Financial Services Inc. is a registered investment advisor with over $702 billion in assets under management.

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ADVISOR BIO

Marcus Nilsson is a financial advisor registered with Equitable Advisors, LLC. Marcus has been in the financial services industry since 2016. Marcus has a Series 7TO, Series 66, and a Series 45 license. Marcus is registered to provide investment advisory services in Alabama, Arizona, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Marcus is also registered with FINRA and the SEC. Marcus has a branch office in San Rafael, California.

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ADVISOR BIO

Marcus Eugene Paredes is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Marcus is a registered investment advisor representative in California and a registered investment advisor representative in Texas. Marcus has been in the financial industry since July 24, 1997. He has passed the Series 6, 7, 24, 63, and 65 exams and holds the SIE designation. Marcus's previous employment experience includes WM Financial Services, Inc. and Griffin Financial Services. He also offers non-variable insurance through multiple MGAs. He is a member of the LPL Financial LLC team and can offer a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Marcus Leung is a registered investment advisor representative with MML Investors Services, LLC. Marcus Leung has been in the financial industry since March 24, 2008, and is registered in 15 states and territories. Marcus Leung is also a registered investment advisor. Marcus Leung has passed the Series 6, 7, 63, 65, and SIE exams. Marcus Leung has a history of working in the financial industry, including positions with Mass Mutual and MML Investors Services Inc. Marcus Leung works out of the Pleasanton, CA office of MML Investors Services, LLC. Marcus Leung has a history of working with individuals, corporations, charitable organizations, pension plans, and trusts.

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ADVISOR BIO

Marcus Harding is an investment advisor representative at Stillwater Investing, a firm based in Sunnyvale, CA. Marcus has been in the industry since 2023 and holds a Series 65 license. Marcus has a background in law, having earned a degree from the University of Texas School of Law. Marcus specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

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ADVISOR BIO

Marcus Gunawan is a financial advisor who has been in the industry since 2002. He is currently registered with Packerland Brokerage Services, Inc. as a Registered Representative and Investment Adviser Representative. Prior to Packerland Brokerage Services, Inc., Marcus worked at Foresters Equity Services, Inc. and The Leaders Group, Inc. Marcus holds a Series 7, Series 31, Series 63, and Series 65 license. He has also earned the Certified Financial Planner designation.

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ADVISOR BIO

Marcus Alan Fitzpatrick is a financial advisor registered with Cetera Investment Advisers LLC. Marcus has been a registered representative for 10 years, first registering with FORESTERS FINANCIAL SERVICES, INC. in 2013. Marcus holds multiple securities licenses, including Series 6, 7, 24, 26, 51, 63, and 66. Marcus is also registered as an Investment Advisor Representative in both California and Texas. Marcus is based out of the San Diego branch office of Cetera Investment Advisers LLC and provides financial planning, portfolio management, and other services.

SPECIALIZATIONS

ADVISOR BIO

Marcus Arthur Caines is a financial advisor registered with LPL Financial LLC. Marcus has been in the industry since 2021. Marcus has a Series 7TO, Series 66, and SIE. Currently, Marcus is registered with the state of California and provides services to clients including Individuals, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations, and Charitable Organizations. Marcus was previously registered with MML Investors Services, LLC.

SPECIALIZATIONS