Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Osorio is an investment advisor representative with Prime Capital Financial. Marco has been in the financial services industry since 2014. Marco holds a Series 7 and Series 63 licenses, as well as the SIE and Series 65 licenses. Marco has experience working for several firms including Fidelity Brokerage Services LLC, LPL Financial LLC, GenWealth Financial Advisors LLC, and Independent Advisor Alliance. Marco has been with Prime Capital Investment Advisors since 2024. Marco has a passion for helping clients reach their financial goals. Marco provides a range of financial services including financial planning, portfolio management, and retirement planning. Marco is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
04/01/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
AR
06/25/2018 - 09/29/2023
LPL FINANCIAL LLC (LITTLE ROCK AR)
TX
10/18/2014 - 07/11/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 08/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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