Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Antonio Acevedo is a financial advisor who has been in the industry since 1997. Marcos is currently registered with Osaic Wealth, Inc. Marcos has previously worked with Securities America, Inc., Investcorp, Inc. and Linsco/Private Ledger Corp. Marcos holds Series 7, Series 63, Series 65, Series 79TO and SIE licenses. Marcos specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals. Marcos is registered with the state of Florida as an Investment Advisor Representative.
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.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Bunnell FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Bunnell FL)
FL
12/05/1997 - 07/17/2020
INVESTACORP, INC. (PALM COAST FL)
SC
01/06/1997 - 12/11/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1997
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 01/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marcos Acevedo is the right advisor for you? Invested Better is here to help.
