Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Alonso Rodriguez is a registered investment advisor representative with Frost Investment Services. Marco has been in the industry since 2014 and holds the Series 63, Series 66, Series 7, and SIE licenses. Marco is currently licensed in Arizona, California, Colorado, Florida, Hawaii, Louisiana, Minnesota, New Mexico, North Carolina, Ohio, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/26/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
BOTH
Issued 06/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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