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John Noel Marcheso

Centaurus Financial, Inc.

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About John Noel Marcheso

John Noel Marcheso is a financial advisor with over 38 years of experience. John is registered with Centaurus Financial, Inc. and has offices in Rathdrum, ID and Anaheim, CA. John has a wide range of experience in the financial services industry and holds several licenses and certifications. John also has experience in real estate development and management. John is committed to providing personalized financial advice to his clients.

Firm Information

John Marcheso is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Marcheso’s Registration & Firm History

ID

06/14/2002 - Present

Centaurus Financial, Inc. (RATHDRUM ID)

NY

05/17/1983 - 12/21/2000

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/28/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2009

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 08/23/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/16/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/21/1979

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for John Noel Marcheso. Review regulatory record here.
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