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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo Andres Ampie zelaya is an investment advisor representative at Commonwealth Retirement Investments LLC, located in Richmond, Virginia. Marcelo has been in the industry since May 2021 and is a Certified Financial Planner. Marcelo is registered with the state of Virginia as an investment advisor representative and has passed the Uniform Investment Adviser Law Examination. Marcelo's firm offers a variety of financial planning services including financial planning, portfolio management for individuals, educational seminars and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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VA
08/30/2022 - Present
Commonwealth Retirement Investments LLC (Richmond VA)
IA
Issued 08/30/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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