Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Javier Renteria is a registered representative with Calton & Associates, Inc., based in Houston, TX. Marco has been in the securities industry since October 26, 1995. Marco holds a Series 63, Series 7 and Series 79TO licenses. Before joining Calton & Associates, Inc., Marco was previously affiliated with IMS Securities, Inc., Capnet Securities Corporation, Institutional Capital Management, Inc. and APS Financial Corporation. Marco has experience in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
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.
1
2
TX
01/02/2018 - Present
Calton & Associates, Inc. (Houston TX)
TX
06/16/2015 - 11/09/2017
IMS SECURITIES, INC. (HOUSTON TX)
TX
01/17/2012 - 05/26/2015
CAPNET SECURITIES CORPORATION (HOUSTON TX)
TX
11/20/1997 - 07/26/2012
INSTITUTIONAL CAPITAL MANAGEMENT, INC. (HOUSTON TX)
TX
06/25/1997 - 11/03/1997
APS FINANCIAL CORPORATION (AUSTIN TX)
TX
04/29/1997 - 06/20/1997
INSTITUTIONAL CAPITAL MANAGEMENT, INC. (HOUSTON TX)
MA
07/26/1995 - 05/01/1997
CANTELLA & CO., INC. (MALDEN MA)
BC
Issued 07/18/1995
Series 63 - Uniform Securities Agent State Law 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 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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