Marcus BosleyCRD Number: 1295250
Current Firm: Mml Investors Services, LLC
Marcus Bosley (CRD# 1295250) is an Investment Advisor Representative working at Mml Investors Services, LLC in Owensboro, KY and has over 28 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
H.d. Vest Advisory Services, Inc.
|Mml Investors Services, Inc.||Lexington, KY||Jan 1988 - Current||28|
|Northwestern Mutual Life||Milwaukee, WI||Apr 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV