Unclaimed
Marcho Droumev is a registered representative with Goldman Sachs & Co. LLC. Marcho has been in the industry since 2018 and has held previous roles at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and DEUTSCHE BANK SECURITIES INC. Marcho has passed the SIE, Series 79 and Series 63 exams.
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.
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.
Execution charges, custody, management fee
1
2
CA
01/07/2022 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
05/10/2019 - 12/10/2021
BOFA SECURITIES, INC. (PALO ALTO CA)
CA
04/15/2019 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
FL
08/28/2018 - 01/25/2019
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
BC
Issued 09/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Marcho Droumev is the right advisor for you? Invested Better is here to help.