Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Franco is a financial advisor with over 20 years of experience in the industry. Currently, Marcos is registered with Wells Fargo Clearing Services, LLC and is located in Abington, PA. Marcos provides financial planning and investment advisory services to individuals and businesses. Marcos has been registered with Wells Fargo Clearing Services, LLC since 2018. Prior to joining Wells Fargo Clearing Services, LLC, Marcos was a registered representative at Northwestern Mutual Investment Services, LLC, SunTrust Investment Services, Inc., and Wells Fargo Advisors, LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/29/2018 - Present
Wells Fargo Clearing Services, LLC (ABINGTON PA)
FL
09/06/2016 - 06/02/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SARASOTA FL)
FL
11/07/2011 - 12/20/2013
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
01/20/2006 - 11/07/2011
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NC
10/01/1996 - 04/26/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 01/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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