Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Andujar is a financial advisor with over 26 years of experience in the financial services industry. Marcos is currently registered with Osaic Wealth, Inc. and has previously held registrations with Securities America, Inc., WFG Investments, Inc., Transamerica Financial Advisors, Inc, and First Investors Corporation. Marcos is also a registered investment advisor in Texas. Marcos has a broad range of experience providing financial planning, portfolio management and advisory services to individuals, businesses, and retirement plans.
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.
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TX
06/14/2024 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
04/27/2015 - 06/14/2024
SECURITIES AMERICA, INC. (FORT WORTH TX)
TX
06/23/2011 - 04/27/2015
WFG INVESTMENTS, INC. (FORT WORTH TX)
TX
10/01/2004 - 06/29/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT WORTH TX)
NJ
10/20/1997 - 10/05/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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