Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maco? Claim Your ProfileMaco Stewart Fowlkes has been a registered investment advisor in the state of Texas since 2004. Maco has experience working with clients including high-net-worth individuals, businesses, and pension plans. Maco's current employment is at Branson Fowlkes Russell Inc. where they work as a principal and investment advisor representative, managing investment portfolios on a fee basis. They are also employed at Branson Fowlkes & Co. Inc. where they are a principal and individually appointed agent, periodically recommending traditional insurance products. Maco has worked with a number of firms throughout their career including Triad Advisors, AIG Financial Advisors, American General Securities, Dominion Investor Services, New England Securities, Knibbe Financial Group, May & O'Connor Capital, and Cigna Securities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/08/2005 - Present
Branson Fowlkes Russell Inc. (HOUSTON TX)
TX
12/16/2008 - 12/09/2022
TRIAD ADVISORS LLC (HOUSTON TX)
TX
10/31/2008 - 12/05/2008
AIG FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/12/1996 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
08/11/1994 - 07/17/1995
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
NY
06/15/1990 - 12/08/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/17/1988 - 06/22/1990
KNIBBE FINANCIAL GROUP, INC.
NA
10/21/1987 - 04/26/1988
MAY & O'CONNOR CAPITAL INC
NA
09/26/1986 - 11/09/1987
CIGNA SECURITIES, INC.
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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