Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Antonio Anaya marmolejo is a registered investment advisor representative with Mariner Independent. Marco has over 10 years of experience in the financial services industry. Marco is registered in California and is a Series 7, Series 66 and SIE licensed professional. Marco has experience working with individuals, high net worth individuals, corporations, businesses, charitable organizations and pension and profit-sharing plans. Prior to joining Mariner Independent, Marco was an advisor at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC and LPL Financial LLC. Marco provides financial planning, selection of other advisors, portfolio management for businesses and individuals, and pension consulting.
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.
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2
CA
12/15/2022 - Present
Mariner Independent (Sacramento CA)
CA
08/19/2014 - 05/21/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN CARLOS CA)
CA
05/21/2013 - 07/24/2014
J.P. MORGAN SECURITIES LLC (REDWOOD CITY CA)
CA
01/18/2012 - 06/05/2013
LPL FINANCIAL LLC (LOS GATOS CA)
BOTH
Issued 08/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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