Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugo? Claim Your ProfileHugo Alberto Marrero is a financial advisor in Baton Rouge, LA. Hugo has over 30 years of experience in the financial services industry. Hugo currently works with Kestra Advisory Services, LLC, where he provides investment advice and wealth management services to individuals, families, and corporations. He is also a co-owner of Patriot Properties USA, LLC and HRC Tranquility LLC, both real estate investment companies. Prior to joining Kestra Advisory Services, LLC, Hugo worked as a financial advisor with Morgan Stanley and ProEquities, Inc. Hugo is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
01/27/2025 - Present
Kestra Advisory Services, LLC (Baton Rouge LA)
LA
01/16/2015 - 05/27/2020
MORGAN STANLEY (BATON ROUGE LA)
LA
11/01/1999 - 01/26/2015
PROEQUITIES, INC. (BATON ROUGE LA)
MA
02/19/1999 - 12/14/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
07/24/1996 - 03/11/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/24/1996 - 03/11/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
VA
04/05/1993 - 07/23/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
08/19/1988 - 10/24/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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