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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 Elias Charul is a financial advisor with Bolton Securities Corp. Marcelo has been in the industry since June 6, 2008. Marcelo is a registered representative in Florida. Marcelo has worked at Wells Fargo Clearing Services, LLC and Santander Securities in the past. Marcelo has offices in Bolton, MA and Miami, FL. The firm has offices in both locations as well. Marcelo is registered with FINRA and the state of Florida. The firm has a strong focus on providing financial planning, portfolio management, and other investment services to high-net-worth individuals, corporations, and charitable organizations. The firm is known for its expertise in managing assets for businesses, including pension consulting, and for providing investment advice to individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
04/04/2017 - Present
Bolton Securities Corp. (BOLTON MA)
FL
09/13/2011 - 02/03/2017
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
MA
06/04/2008 - 09/09/2011
SANTANDER SECURITIES (BOSTON MA)
BOTH
Issued 04/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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