Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Brian Lloyd is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry for over 30 years. Marco is registered in 36 states and has over 1000 clients, with over 10 billion dollars in assets under management. Marco is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, investment management, and retirement planning services to individuals and families.
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.
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2
TX
09/07/2010 - Present
Wells Fargo Clearing Services, LLC (SUGAR LAND TX)
MD
11/25/1996 - 11/21/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/31/1993 - 12/05/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
02/11/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/03/1992 - 03/02/1993
F.N. WOLF & CO., INC.
IA
Issued 02/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 3 - National Commodity Futures Examination
BC
Issued 06/01/1992
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
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