Unclaimed
Marcelo Messer is a registered representative with Rothschild & Co. US Inc. Marcelo has over 13 years of experience in the financial services industry, having started his career at Morgan Joseph & Co. Inc. Marcelo holds a Series 7, Series 24, Series 63, and SIE licenses. Marcelo is currently registered with FINRA and holds a Series 79TO license.
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.
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.
1
2
NY
05/11/2009 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
11/14/2003 - 02/09/2004
MORGAN JOSEPH & CO. INC. (WHITE PLAINS NY)
BC
Issued 12/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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