Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Ramon Latorre is a financial advisor who has been in the industry since 1991. Marcos is currently registered with Madison Avenue Securities, LLC and has a Series 7, Series 24, and Series 63 license. Marcos has previously worked with Girard Securities, Inc., Edward Jones, WS Griffith Securities, Inc., and Sentra Securities Corporation. Marcos is a licensed advisor in California, Florida, Massachusetts, Pennsylvania, and Texas. Marcos specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Marcos has a strong track record of providing personalized financial advice to a wide range of clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/16/2012 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
08/30/2004 - 08/10/2012
GIRARD SECURITIES, INC. (SAN DIEGO CA)
MO
07/02/2004 - 07/19/2004
EDWARD JONES (ST. LOUIS MO)
CT
04/19/2001 - 06/30/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
AZ
04/13/1995 - 04/02/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
04/09/1994 - 03/31/1995
JACK WHITE & COMPANY, INC.
AZ
11/25/1991 - 03/23/1994
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 01/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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