Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Aurelio Moros is a financial advisor with over 30 years of experience in the industry. Marco is currently registered with B.b. Graham & Company, Inc. in Orange, CA. Marco's previous roles include SA Stone Wealth Management INC. in Oakland, CA, Quest Capital Strategies, INC. in Laguna Hills, CA, SCF Securities, INC. in San Diego, CA and GWFS Equities, INC. in Pleasant Hill, CA.
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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2
CA
10/15/2020 - Present
B.b. Graham & Company, Inc. (ORANGE CA)
CA
12/06/2019 - 10/14/2020
SA STONE WEALTH MANAGEMENT INC. (Oakland CA)
CA
04/04/2011 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
10/01/2007 - 03/23/2011
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
10/21/2002 - 10/27/2006
GWFS EQUITIES, INC. (PLEASANT HILL CA)
CO
01/03/1997 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/12/1991 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
01/25/1985 - 02/13/1991
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
NA
09/16/1982 - 01/10/1985
UNITED RESOURCES FINANCIAL
NA
03/11/1982 - 10/18/1982
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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