Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelino? Claim Your ProfileMarcelino Alvarez Lazo is a financial advisor with Wells Fargo Clearing Services, LLC, based in Redding, California. Marcelino has been in the financial services industry since July 2018. He holds the Series 6, 7TO, 63, and 65 licenses. Prior to joining Wells Fargo Clearing Services, Marcelino worked for VALIC Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He serves a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Marcelino's areas of expertise include investment management, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/09/2022 - Present
Wells Fargo Clearing Services, LLC (REDDING CA)
CA
10/05/2020 - 02/08/2022
VALIC FINANCIAL ADVISORS, INC. (REDDING CA)
CA
06/17/2019 - 07/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REDDING CA)
CA
04/04/2018 - 05/23/2019
WELLS FARGO CLEARING SERVICES, LLC (REDDING CA)
IA
Issued 09/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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