Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Nocero is an Investment Advisor Representative and a Registered Representative at Morgan Stanley. Marco has been in the securities industry since 2015. Marco is currently registered in California, Kentucky, and Texas. Marco holds Series 63, Series 65, Series 7, and SIE licenses. Marco has experience in investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Marco has previously worked at CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC.
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
CA
02/08/2022 - Present
Morgan Stanley (Palo Alto CA)
OH
02/23/2018 - 11/18/2021
CHARLES SCHWAB & CO., INC. (Cincinnati OH)
KY
06/26/2015 - 01/19/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 02/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2015
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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