Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo Bestard is an investment advisor representative with over 25 years of experience in the financial services industry. Marcelo is currently registered with Raymond James & Associates, Inc. and has previously worked at UBS Financial Services Inc., Morgan Stanley, and Lehman Brothers Inc. Marcelo holds a Series 3, 7, and 66 licenses and is registered with the state of Florida. Marcelo specializes in providing investment advisory services to individuals and businesses.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
03/14/2022 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
05/01/2013 - 03/25/2022
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
06/01/2009 - 05/30/2013
MORGAN STANLEY (MIAMI FL)
FL
01/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
11/10/1997 - 01/19/2007
LEHMAN BROTHERS INC. (MIAMI FL)
BOTH
Issued 05/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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