Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Moretti is a financial advisor who is registered with Integrated Wealth Concepts LLC and is licensed in Rhode Island, Texas, and other states. Marco has over 10 years of experience in the financial services industry. He is committed to providing personalized financial advice to individuals and families. Marco helps clients with financial planning, portfolio management, and investment advisory services. He is also a registered representative of LPL Financial. Marco is a graduate of the University of Rhode Island and holds a Series 6, Series 7, Series 63, and Series 65 licenses. He is also a member of the National Association of Personal Financial Advisors.
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.
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.
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RI
06/09/2023 - Present
Integrated Wealth Concepts LLC (Cranston RI)
RI
01/21/2014 - 10/18/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CRANSTON RI)
RI
04/19/2013 - 01/22/2014
MML INVESTORS SERVICES, LLC (WARWICK RI)
IA
Issued 02/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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