Unclaimed
Marco Gerald Ciavarella is a registered representative with Vanguard Advisers, Inc., a firm headquartered in Malvern, PA. Marco has been in the securities industry since 2014 and has experience working with a variety of clients, including individuals, corporations, and charities. He has specialized knowledge in several areas, including fixed income, equities, and mutual funds. Marco holds a Series 63, Series 66, and Series 24 license.
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.
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
PA
01/31/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
03/02/2016 - 03/11/2019
SA STONE WEALTH MANAGEMENT INC. (Blue Bell PA)
PA
06/18/2014 - 03/07/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 01/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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