Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Robertson-lavalle is a financial professional with over 5 years of experience in the financial industry. Marcos is currently registered with Rothschild & Co. US Inc. and has been registered with the firm since July 2022. Prior to that, Marcos was employed by Morgan Stanley & Co. LLC from August 2017 to July 2022. Marcos holds the Series 7TO, SIE, and Series 79 licenses, as well as the Series 63 license. Marcos is registered to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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.
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NY
07/19/2022 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
08/08/2017 - 07/21/2022
MORGAN STANLEY & CO. LLC (New York NY)
BC
Issued 08/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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