Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Macy Melero is a financial advisor who has been in the industry since 2007. Marco is currently registered with Prime Capital Financial in Overland Park, Kansas. Marco has been with Prime Capital Financial since 2017. Marco is also registered with the state of Texas. Previously Marco was associated with Private Client Services, LLC, Cambridge Investment Research, Inc., Principal Securities, Inc., J.P. Morgan Institutional Investments Inc., Chase Investment Services Corp., and AXA Advisors, LLC. Marco specializes in retirement planning, college savings, and investment management. Marco holds Series 7, Series 66, and SIE licenses.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
09/27/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
TX
04/25/2018 - 10/02/2020
PRIVATE CLIENT SERVICES, LLC (Dallas TX)
TX
09/27/2017 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (DALLAS TX)
TX
07/23/2012 - 10/03/2017
PRINCIPAL SECURITIES, INC. (Addison TX)
TX
05/05/2011 - 07/11/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (DALLAS TX)
TX
06/18/2009 - 04/29/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
10/30/2007 - 05/22/2009
AXA ADVISORS, LLC (PLANO TX)
BOTH
Issued 12/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Marco Melero is the right advisor for you? Invested Better is here to help.
