Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Alvarado is a financial advisor with Edward Jones. Marcos has been in the financial services industry since 2006. Marcos holds a Series 7, Series 6, Series 63 and Series 66 securities license. Marcos specializes in financial planning, pension consulting and portfolio management for both individuals and businesses. He is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Minnesota, Missouri, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wisconsin.
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.
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.
See schedule d - miscellaneous
1
2
IL
09/15/2021 - Present
Edward Jones (ORLAND PARK IL)
IL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (OAK LAWN IL)
IL
12/07/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AURORA IL)
BOTH
Issued 07/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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