Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Vasquez is a financial advisor with Edward Jones. Marco has been in the industry for over six years, with experience at Wells Fargo Clearing Services, LLC. Marco has a broad range of experience, specializing in financial planning, portfolio management, and pension consulting. He has a Series 6, 7, and 63 license, as well as the SIE, and the Series 65 license. Marco is registered to provide advisory services in California, Alabama, Arizona, Georgia, North Carolina, Oregon, Tennessee, Virginia and Washington. He has extensive experience serving high-net-worth individuals, corporations, partnerships, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
08/08/2022 - Present
Edward Jones (ROLLING HILLS ESTATES CA)
CA
03/25/2016 - 08/10/2022
WELLS FARGO CLEARING SERVICES, LLC (TORRANCE CA)
IA
Issued 12/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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