Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Lacson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Marcos has been in the industry since August 1996. Marcos currently holds FINRA Series 7, 63 and 66 licenses. Marcos has been registered with the state of California since December 1996 and holds registrations in 48 other states for both securities and investment advisory services. Marcos provides advisory services, including portfolio management, financial planning and pension consulting. Marcos primarily works with high net worth individuals and institutions, including insurance companies, charitable organizations, corporations, pension and profit-sharing plans, and state or municipal governments.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/12/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
BOTH
Issued 10/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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