Unclaimed
Marco Antonio Cisneros is a financial advisor with Wells Fargo Clearing Services, LLC, who has been in the industry since September 2005. Marco Antonio Cisneros is registered with the state of California and Texas. Marco Antonio Cisneros has offices in SEAL BEACH, CA and CERRITOS, CA. Marco Antonio Cisneros is also registered with the Financial Industry Regulatory Authority (FINRA). Marco Antonio Cisneros is a Certified Financial Planner.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/12/2017 - Present
Wells Fargo Clearing Services, LLC (SEAL BEACH CA)
CA
10/23/2009 - 08/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
CA
11/17/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LONG BEACH CA)
NY
08/13/2004 - 10/05/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marco Cisneros is the right advisor for you? Invested Better is here to help.