Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcio? Claim Your ProfileMarcio Silveira is a financial advisor with over 20 years of experience in the industry. Marcio is a Certified Financial Planner™ and a Chartered Financial Analyst. Marcio is currently registered with Cambridge Investment Research Advisors, Inc. in Texas and Virginia. Marcio's previous experience includes roles at CAMBRIDGE INVESTMENT RESEARCH, INC., COLONIAL BROKERAGE, INC. and AXA ADVISORS, LLC. Marcio has a diverse background in financial planning, portfolio management, and investment advisory services. Marcio's experience and credentials make Marcio a valuable resource for individuals and families seeking financial guidance.
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.
Solicitation fees from 3rd party money managers
1
2
VA
03/02/2022 - Present
Cambridge Investment Research Advisors, Inc. (Arlington VA)
MD
09/27/2019 - 03/01/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Silver Spring MD)
FL
02/10/2005 - 02/24/2006
COLONIAL BROKERAGE, INC. (MIAMI FL)
NY
09/27/2004 - 02/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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