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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcel? Claim Your ProfileMarcel Haui Santos is a financial advisor currently registered with Cetera Investment Advisers LLC. Marcel is a licensed investment advisor representative in Maryland and Virginia. Marcel holds several securities licenses including Series 6, 7, 63, and 65 licenses. Marcel has over 8 years of experience in the financial services industry. Previously, Marcel was employed by Foresters Financial Services, Inc. and First Investors Corporation. Marcel also works as a financial advisor for Cetera Investment Services LLC in St. Cloud, MN. Marcel has been registered with the SEC since July 16, 2015. Marcel specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
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.
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2
VA
03/09/2022 - Present
Cetera Investment Advisers LLC (VIENNA VA)
MD
07/16/2015 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (SILVER SPRING MD)
IA
Issued 6/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/4/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/19/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/26/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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