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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 Franzella is a financial advisor with Fidelity Personal And Workplace Advisors, based in Garden City, NY. Marco has been in the financial industry since February 2011 and holds a Series 6, 7, 63 and 66 license. Marco previously worked at Equitable Advisors, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Marco specializes in financial planning, portfolio management, and educational seminars. Marco works with individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
1
2
NY
10/25/2023 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
NY
05/11/2018 - 09/19/2023
EQUITABLE ADVISORS, LLC (MINEOLA NY)
NY
03/25/2017 - 05/08/2018
MML INVESTORS SERVICES, LLC (HAUPPAUGE NY)
NY
02/21/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 06/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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