Marcus BarresiCRD Number: 1059075
Current Firm: Msi Financial Services, Inc.
Marcus Barresi (CRD# 1059075) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Presque Isle, ME and has over 22 years of experience in the finance industry.
Cetera Investment Advisers LLC
Signator Investors, Inc.
|Metlife Securities Inc.||Presque Isle, ME||Jan 2015 - Current||2|
|New England Securities||Boston, MA||Jul 1982 - Current||35|
|New England Life||Presque Isle, ME||Feb 1979 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV