Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Backus is an investment advisor representative at Fidelity Personal and Workplace Advisors. Marco holds Series 7TO, Series 63, and Series 66 licenses and the SIE exam certification. Marco has been active in the industry since March 2023 and has a combined 53 state registrations and 2 Investment Advisor state registrations. Marco specializes in providing investment advisory services to individuals, families, and businesses. Fidelity Personal and Workplace Advisors is a large firm based in Boston, MA, with over $1 trillion in assets under management. They offer a variety of financial planning and investment services to clients, including portfolio management, financial planning, and educational seminars.
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.
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.
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.
1
2
NC
04/26/2024 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 04/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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