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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Arce Gutierrez is a financial advisor with Morgan Stanley. Marco has been in the industry since August 2015 and is currently licensed in New York. He is registered as a Registered Representative and Investment Advisor Representative. Marco's previous employment includes Digital Brokerage Services LLC and Fidelity Brokerage Services LLC. Marco holds the following licenses: Series 7, Series 66, Series 24, and the SIE. Marco is also a General Securities Representative. He holds a license as a Principal. Marco specializes in portfolio management for individuals, businesses, and investment companies. He provides financial planning, pension consulting, and educational seminars. He also assists clients with asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
08/25/2022 - Present
Morgan Stanley (New York NY)
NJ
11/30/2020 - 07/22/2022
DIGITAL BROKERAGE SERVICES LLC (JERSEY CITY NJ)
TX
07/28/2015 - 12/02/2020
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
BOTH
Issued 08/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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