Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Cifuentes is a financial advisor at Edward Jones. Marco has been in the financial services industry since 2013. Marco holds a Series 66, a Series 7TO and a SIE license. Marco's experience includes working for Wells Fargo and Edward Jones. Marco specializes in providing financial planning, pension consulting, and selection of other advisors. Marco's firm, Edward Jones, has approximately $10 billion - $50 billion in assets under management. Edward Jones provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Edward Jones's client types include partnerships, investment clubs, limited liability companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
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.
See schedule d - miscellaneous
1
2
CA
03/26/2024 - Present
Edward Jones (TORRANCE CA)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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