Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Frank Bronzini is an investment advisor representative who has been in the industry since February 18, 1992. Marco is currently registered with Osaic Advisory Services, LLC, which has offices in Atlanta, Georgia. Marco is also registered in California and Texas, with Osaic. Previously, Marco was an Investment Advisor Representative at Arbor Point Advisors, LLC. Marco is a Certified Financial Planner and has a Series 7, Series 24, Series 63 and SIE license. Marco has experience providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
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.
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2
GA
01/28/2025 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SAN RAMON CA)
CA
01/02/2004 - 12/08/2016
FOOTHILL SECURITIES, INC. (SAN RAMON CA)
CA
01/07/1998 - 01/23/2004
RICHARD A. SASO & ASSOCIATES-INVESTMENT SECURITIES (SAN RAMON CA)
AZ
02/19/1992 - 01/09/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 02/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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