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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 Arbage is a financial advisor with Fidelity Personal And Workplace Advisors. Marcelo has been in the industry for over 10 years and has a wide range of experience in financial planning, portfolio management, and investment advice. Marcelo holds Series 63, Series 66, Series 7TO, and SIE licenses. Marcelo is registered in Arizona, California, Nevada, and Texas. Marcelo has expertise in providing financial services to individuals, corporations, and high-net-worth individuals. Marcelo is committed to providing personalized financial advice and working with clients to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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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CA
06/09/2022 - Present
Fidelity Personal AND Workplace Advisors (NEWPORT BEACH CA)
CA
11/25/2019 - 07/28/2021
J.P. MORGAN SECURITIES LLC (DANA POINT CA)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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