Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcell? Claim Your ProfileMarcell Robateau is a financial advisor currently working at Merrill Lynch, Pierce, Fenner & Smith Inc. Marcell is a registered representative with FINRA and also holds a Series 63 license from the state of Massachusetts. Marcell's expertise includes portfolio management for individuals and businesses, as well as pension consulting. Marcell is active in the community and serves on the Community Preservation Committee of Randolph, Massachusetts. Marcell has been in the financial industry since 2017 and is passionate about providing personalized financial guidance to help clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
10/15/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY HILLS MA)
MA
01/17/2017 - 02/22/2018
NYLIFE SECURITIES LLC (BRIDGEWATER MA)
BOTH
Issued 06/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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