Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Godwin is an investment professional with over 20 years of experience in the financial services industry. Marco is currently a registered representative with LPL Financial LLC, where Marco is based out of the Oakland office. Previously, Marco was a registered representative with Equitable Advisors, LLC, Wulff, Hansen & Co., London Pacific Securities, Inc., Hornor, Townsend & Kent, Inc., FN Investment Center, First Securities USA, Inc., Securities America, Inc., Smith Barney Inc. and First California Capital Markets Group, Inc. Marco offers financial planning, portfolio management, and consulting services to individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/07/2024 - Present
LPL Financial LLC (OAKLAND CA)
CA
06/03/2014 - 11/24/2021
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
CA
06/30/2009 - 05/16/2014
WULFF, HANSEN & CO. (SAN RAFAEL CA)
CA
12/01/1999 - 04/30/2001
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
PA
06/25/1998 - 11/30/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CA
04/30/1997 - 04/23/1998
FN INVESTMENT CENTER (SACRAMENTO CA)
CA
10/28/1996 - 05/01/1997
FIRST SECURITIES USA, INC. (IRVINE CA)
NE
06/01/1995 - 10/24/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
07/15/1994 - 07/05/1995
SMITH BARNEY INC. (NEW YORK NY)
NA
10/03/1991 - 09/16/1994
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
IA
Issued 09/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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