Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcela? Claim Your ProfileMarcela Espinosa is an investment advisor representative with Advocacy Wealth Management, LLC. Marcela is registered with the state of Georgia and has been in the industry since 2019. She has a Series 65 license and provides financial planning services to individuals and businesses. Marcela is also a licensed insurance agent with Forge Consulting, LLC.
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.
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GA
08/31/2020 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
IA
Issued 07/31/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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