Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Tejada is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Marco has been in the financial services industry since January 1996 and has a Series 7 and Series 66 license. Marco has worked with various companies, including Principal Securities, Inc. and Equitable Advisors, LLC. Marco is registered with FINRA and the North Carolina Securities Division. Marco has a background in providing financial planning and portfolio management services to individuals and institutions. Marco is also a board member and treasurer of Centro Campesino Farmworker Center.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
06/21/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Huntersville NC)
NC
01/19/2021 - 06/04/2021
PRINCIPAL SECURITIES, INC. (Huntersville NC)
FL
05/20/2015 - 01/15/2021
EQUITABLE ADVISORS, LLC (MIAMI FL)
FL
01/27/2014 - 03/03/2015
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
04/26/2012 - 06/07/2013
ESSEX NATIONAL SECURITIES, LLC (CORAL GABLES FL)
FL
09/01/2006 - 04/23/2012
SUNTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
NY
05/30/2000 - 04/19/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/01/1996 - 09/29/1999
CHASE SECURITIES INC. (NEW YORK NY)
MD
02/09/1996 - 04/01/1996
CHASE SECURITIES, INC. (NEW YORK MD)
BOTH
Issued 04/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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