Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Esteban Mejia is a financial advisor with Raymond James Financial Services Advisors, Inc. in Southfield, Michigan. Marco has been in the financial services industry since 2021. His current employment began on June 29, 2021. Marco also has prior experience with PRUCO SECURITIES CORPORATION. Marco has passed the Series 6, 7, 9, 10, 63, and 66 exams and holds registrations in several states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
06/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Southfield MI)
NJ
02/12/1997 - 05/15/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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