Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J audley? Claim Your ProfileJ audley Briggs Marzo is a financial advisor who is registered with First Command Advisory Services. Marzo is a Registered Representative and Investment Advisor Representative. J audley is a licensed financial advisor and has a Series 7TO, Series 66, and SIE securities license. Marzo has been a financial advisor for over 10 years and is dedicated to providing comprehensive financial planning and investment management services to clients. Marzo works primarily with individuals, high net worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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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CA
11/22/2021 - Present
First Command Advisory Services (Garden Grove CA)
BOTH
Issued 11/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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