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Marcus focus’ is in the areas of investments and financial planning at Stonebridge Financial Group. He has been in the Financial Services industry for over 20 years. Marcus’ career began in 1997 as a clerk and floor broker on the Pacific Options Exchange in San Francisco eventually becoming the Lead Market Maker for Citadel Investment Group before switching his professional focus to Financial consulting.
Marcus joined the Stonebridge Financial team in 2020 and his detail-oriented nature proves invaluable in assisting with the investment analysis process, providing in-depth research of exchange traded funds (ETFs), mutual funds and stocks. Marcus holds Series 7, 66 FINRA registrations and CA insurance licenses.
Marcus was born in Sweden and moved to the United States in 1985 at the age of 7. He earned a BA degree from UC Berkeley and currently resides in Novato with his wife, 2 young boys, and 2 cats. He loves running, biking, and hiking with his family.
California Insurance License: #4087041
Check the background of this investment professional on FINRA’s BrokerCheck.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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