Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Agnello Simmons is a financial advisor with over 10 years of experience in the industry. Marco is currently registered with FTI Capital Advisors, LLC. Marco is licensed to provide investment advice in California and Colorado. Marco holds the Series 7, 79TO, 63, and 66 licenses. Marco has previously worked with MAXIM GROUP LLC and VALIC FINANCIAL ADVISORS, INC.
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.
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.
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2
CA
06/24/2022 - Present
FTI Capital Advisors, LLC (LOS ANGELES CA)
NY
03/02/2012 - 07/10/2014
MAXIM GROUP LLC (NEW YORK NY)
NY
08/19/2011 - 03/01/2012
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
BC
Issued 07/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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