Unclaimed
Marco Orlando Barajas is a financial advisor with Edward Jones, a firm that has been providing financial services to individuals and families for over 100 years. Marco has been in the industry since 2015, and has a proven track record of success in helping clients achieve their financial goals. Marco has a wide range of experience and is knowledgeable in a variety of financial planning areas, including retirement planning, college savings, investment management, and estate planning. Marco is committed to providing personalized financial advice that is tailored to meet each client's unique needs and objectives. Marco's expertise is in providing financial planning advice and managing investments. Marco serves individual clients, including high-net-worth individuals, as well as families, businesses, and charitable organizations. Marco is committed to providing clients with the highest level of service and support.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
04/27/2015 - Present
Edward Jones (SAN ANTONIO TX)
BOTH
Issued 04/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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