Marcus PennerCRD Number: 5106358
Current Firm: Fifth Third Securities, Inc.
Marcus Penner (CRD# 5106358) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Clearwater Beach, FL and has over 16 years of experience in the finance industry. Marcus Penner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Fifth Third Securities||Tampa, FL||Mar 2017 - Current||5|
|Marc Penner Ventures LLC||Newton, KS||Apr 2012 - Current||10|
|Various Insurance Carriers For W&r Insurance Agencies||Wichita, KS||Oct 2006 - Current||16|
|Waddell & Reed, Inc.||Mcpherson, KS||Feb 2006 - Current||16|
|Waddell & Reed||Mcpherson, KS||Nov 2006 - Mar 2017||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management8,855MILLIONS
Total Number of Accounts40,305ACCOUNTS
Average Account Value$219,705
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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