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Steven E. Marcus

Global Trust

West Palm Beach, FL

Palm Beach Gardens, FL

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Current Employers
Global Trust

11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-04-05
  • FL RA
    APPROVED
    Since 2017-04-05

Branch Locations

West Palm Beach, FL • United States

11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Security Services, Llc Palm Beach Gardens FL 09/2000 12/2016
Global Trust Asset Management, Llc Palm Beach Gardens FL 12/2016 Present
  • 09/2000 → 12/2016
    Financial Security Services, Llc
    Palm Beach Gardens, FL
  • 12/2016 → Present
    Global Trust Asset Management, Llc
    Palm Beach Gardens, FL
Previous Registrations
  • 2001-03-21 → 2016-12-31
    Financial Security Services, Llc
    West Palm Beach, FL
    West Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-22
  • S65 Uniform Investment Adviser Law Examination
    2001-01-22

View on SEC IAPD

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