Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Contreras is a financial advisor who has been in the industry since 2012. Marco has a diverse range of experience, having worked with firms such as J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. before joining First Command Advisory Services. Marco has a solid foundation in financial services, having passed the Series 6, 7TO, 63, 24 and SIE exams. Marco is currently registered in 21 states and holds both a broker-dealer and an investment advisor license. Marco is committed to providing his clients with comprehensive financial planning and portfolio management services. Marco works with individuals, families, businesses and charitable organizations. Marco's goal is to help each client achieve their financial goals through a personalized financial plan.
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.
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.
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2
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
TX
10/01/2012 - 03/22/2013
J.P. MORGAN SECURITIES LLC (DE SOTO TX)
TX
09/19/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DE SOTO TX)
IA
Issued 11/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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