Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Melendez is a Certified Financial Planner™ and a Registered Representative with Falcon Wealth Planning, Inc. Marc is based in Ontario, CA and also has a registration in TX. Marc has been working in the financial services industry since 2013. Marc's experience includes work in financial planning, portfolio management, and investment advice. Marc also operates an independent notary business called Notary Pro.
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.
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.
Selection of other advisers fees
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CA
11/01/2024 - Present
Falcon Wealth Planning, Inc. (ONTARIO CA)
Active
Inactive
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