Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Cordero is a financial professional with over 20 years of experience in the industry. Marco is currently registered with Charles Schwab & Co., Inc. and is located in Phoenix, Arizona. Marco is a Series 7, Series 10, Series 9, and Series 63 licensed professional and specializes in providing financial planning and investment advice to individual investors. Marco has previously held positions at several other firms, including USAA Investment Management Company, RBC Dain Rauscher Inc., and Chase Investment Services Corp. Marco's focus is on helping clients achieve their financial goals through a combination of investment management and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
11/13/2015 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
FL
09/21/2006 - 03/04/2015
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
AZ
04/17/2006 - 08/18/2006
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
02/13/2006 - 04/06/2006
RBC DAIN RAUSCHER INC. (PEORIA AZ)
TX
10/17/2005 - 02/01/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IL
07/06/2005 - 09/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/28/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AZ
08/27/2003 - 10/01/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
08/27/2003 - 10/01/2004
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
08/27/2003 - 10/01/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
02/28/2001 - 09/02/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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