Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Rashawn Williams is a financial professional with over 15 years of experience in the financial services industry. Marco Williams is currently registered with Schwab Wealth Advisory, Inc. in Georgia and has been with the firm since September 2024. Marco Rashawn Williams also holds Series 7, Series 31, and Series 66 registrations. Marco Williams is a Certified Financial Planner™ professional. Previously, Marco Williams was registered with CHARLES SCHWAB & CO., INC., MORGAN STANLEY SMITH BARNEY and EDWARD JONES.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
GA
10/24/2024 - Present
Schwab Wealth Advisory, Inc. (Atlanta GA)
FL
05/07/2012 - 08/26/2020
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
12/22/2010 - 09/09/2011
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
02/25/2008 - 11/03/2010
EDWARD JONES (TAMPA FL)
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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