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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Correa ruiz velasco is an Investment Advisor Representative (IAR) with Morgan Stanley, based in Houston, TX. Marco is a registered Investment Advisor Representative in 53 states and the District of Columbia. Marco has been in the industry since 2016 and previously worked at UBS Financial Services Inc. and TD Ameritrade. Marco has a strong track record of success in providing financial advice to individuals, families, and businesses. Marco is committed to providing his clients with the highest level of service and personalized attention. Marco’s expertise includes portfolio management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
02/02/2022 - Present
Morgan Stanley (Houston TX)
TX
11/26/2018 - 02/01/2022
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
11/15/2016 - 11/15/2018
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 01/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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