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Marciel Camacho is a financial advisor at Commonwealth Financial Network with over 20 years of experience in the financial services industry. Marciel has a strong track record of helping clients reach their financial goals. Marciel specializes in financial planning, portfolio management, and retirement planning. Marciel is committed to providing personalized financial advice and guidance to help each client achieve their unique objectives. Marciel holds Series 6, 7, 63 and 65 licenses. Marciel is registered with the state of Texas and California. Marciel is also licensed to sell life insurance and fixed insurance products.
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.
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.
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2
CA
02/06/2013 - Present
Commonwealth Financial Network (Pacific Grove CA)
CA
01/12/2001 - 08/17/2006
H.D. VEST INVESTMENT SERVICES (LOS GATOS CA)
SC
04/10/1995 - 12/31/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
07/22/1993 - 03/07/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 08/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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