Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Santos is a financial professional with over 1 year of experience in the industry. Marcos currently works for Safra Securities LLC, a firm that is active in both broker-dealer and investment advisor capacities. Marcos has passed the SIE, Series 6, and Series 63 exams and is licensed to operate in Florida and New York. Prior to joining Safra Securities, Marcos was employed by WELLS FARGO CLEARING SERVICES, 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.
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
FL
07/09/2019 - Present
Safra Securities LLC (AVENTURA FL)
FL
08/22/2018 - 05/29/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BC
Issued 10/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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