Unclaimed
Marcos Madril is an investment advisor representative and has been in the industry since May 2000. Marcos has been with Money Concepts Capital Corp. since May 2018, and has also worked with Mutual Securities, Inc., New England Securities, Wells Fargo Advisors, LLC, Chase Investment Services Corp., LifeMark Securities Corp., Compass Brokerage, Inc., and Edward Jones. Marcos holds a Series 63, Series 66, Series 7 and SIE licenses. Marcos specializes in working with high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, and charitable organizations.
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.
General consulting services
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.
Solicitor fee
1
2
FL
05/11/2018 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
AZ
12/13/2013 - 08/04/2017
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
01/03/2012 - 12/17/2013
NEW ENGLAND SECURITIES (TUCSON AZ)
AZ
09/26/2008 - 01/06/2012
WELLS FARGO ADVISORS, LLC (TUCSON AZ)
AZ
01/19/2006 - 09/26/2008
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
NY
07/12/2005 - 01/20/2006
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
AL
05/11/2004 - 06/03/2005
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MO
02/16/2000 - 04/29/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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