Unclaimed
Javier Marroquin Forcade is an investment advisor representative associated with Beacon Capital Management, LLC. Javier has been in the industry for 5 years and holds a Series 65 license as well as Series 99TO and SIE licenses. Javier's specialties include portfolio management for individuals, financial planning and educational seminars. Javier is currently registered with the state of Tennessee. Prior to joining Beacon Capital Management, LLC, Javier was employed by Kestra Investment Services, LLC. Javier has a long history of employment including experience with Carr, Riggs & Ingram and Eliza Coffee Memorial Hospital.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
TN
02/05/2024 - Present
Beacon Capital Management, LLC (FRANKLIN TN)
AL
09/19/2022 - 07/10/2023
KESTRA INVESTMENT SERVICES, LLC (MOBILE AL)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2022
Series 99TO - Operations Professional Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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