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Marcos Rivas is an Investment Advisor Representative registered with the state of Minnesota. Marcos has been in the industry since May 2024 and currently works for Nepsis, Inc., located in Minneapolis. Marcos is also registered with the state of Minnesota and has passed the Uniform Investment Adviser Law Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees for research services
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MN
08/24/2024 - Present
Nepsis, Inc. (MINNEAPOLIS MN)
IA
Issued 08/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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