Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Medina is a financial advisor with Creative Planning based in Overland Park, KS. Marcos is a Certified Financial Planner and has been in the industry for over 10 years. Marcos has experience working with a variety of clients including individuals, corporations, and charitable organizations. Marcos is dedicated to helping clients achieve their financial goals through a variety of services including financial planning, investment management, and retirement planning.
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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KS
09/05/2024 - Present
Creative Planning (OVERLAND PARK KS)
LA
03/29/2021 - 08/08/2024
J.P. MORGAN SECURITIES LLC (METAIRIE LA)
LA
07/11/2019 - 03/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (NEW ORLEANS LA)
LA
01/14/2016 - 07/10/2019
J.P. MORGAN SECURITIES LLC (KENNER LA)
BOTH
Issued 09/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
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