Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Goncalves Rita is a financial advisor with Raymond James Financial Services Advisors, Inc. Marco has been in the financial industry since 2006 and has a Series 7, Series 6, Series 63, and Series 66 license. Marco also holds the SIE exam. Marco specializes in working with individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Marco is a Private Banker for Fulton Bank and is the owner/proprietor of a rental property in Bridgewater, NJ. Marco has held previous positions at PNC INVESTMENTS, NYLIFE DISTRIBUTORS LLC, and Raymond James Financial Services Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
11/14/2018 - Present
Raymond James Financial Services Advisors, Inc. (Somerville NJ)
NJ
02/08/2012 - 11/06/2018
PNC INVESTMENTS (Ridgewood NJ)
NJ
06/09/2006 - 12/13/2010
PNC INVESTMENTS (BERNARDSVILLE NJ)
NY
02/28/2006 - 04/21/2006
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 09/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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