Unclaimed
Marcelino Dodge is an Investment Adviser Representative with Archer Investment Corp. Marcelino is registered with the state of Colorado. Marcelino has been in the industry since 1996 and holds the Series 6, Series 65, and SIE exams. Marcelino previously worked for HD Vest Investment Services and The O.N. Equity Sales Company. Marcelino has experience working with individuals, pension and profit-sharing plans, and investment companies.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CO
01/02/2025 - Present
Archer Investment Corp. (Lamar CO)
CO
10/26/2004 - 05/11/2018
HD VEST INVESTMENT SERVICES (LAMAR CO)
OH
05/20/2003 - 11/03/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
08/26/1999 - 05/01/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
GA
05/05/1997 - 08/25/1999
WMA SECURITIES, INC. (DULUTH GA)
NE
11/01/1996 - 04/22/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 07/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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