Unclaimed
Marcos Larios is a registered representative with C2M Securities, LLC. Marcos has been in the financial industry since September 15, 2018 and has held previous positions with Titleist Asset Management, LTD., TCFG Wealth Management, LLC and Charles Schwab & Co., INC.. Marcos is licensed in Texas, Utah, and Virginia. He holds Series 63, 66, 7, 24, and SIE licenses.
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.
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.
1
2
VA
05/17/2022 - Present
C2M Securities, LLC (RICHMOND VA)
TX
11/05/2019 - 06/23/2020
TITLEIST ASSET MANAGEMENT, LTD. (SAN ANTONIO TX)
CA
11/04/2019 - 02/24/2020
TCFG WEALTH MANAGEMENT, LLC (LAGUNA NIGUEL CA)
TX
11/11/2014 - 11/20/2017
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BOTH
Issued 07/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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