Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Castillo Bacsafra is a financial advisor currently registered with Twin Rivers Wealth Management. Marc has been in the industry since 2009 and holds Series 63, 66, 7 and 24 licenses as well as the SIE exam. Marc is a Certified Financial Planner and is also registered as an Investment Advisor Representative. Before joining Twin Rivers Wealth Management, Marc was previously employed by Cambridge Investment Research, Inc. and Securities America, Inc. Marc specializes in financial planning, retirement planning, and investment management and is a trusted advisor to a wide range of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
1
2
CA
10/11/2019 - Present
Twin Rivers Wealth Management (SACRAMENTO CA)
CA
11/12/2013 - 12/26/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (SACRAMENTO CA)
CA
04/01/2009 - 11/22/2013
SECURITIES AMERICA, INC. (SACRAMENTO CA)
BOTH
Issued 08/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Marc Bacsafra is the right advisor for you? Invested Better is here to help.
