Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Solanet is a financial professional with over 20 years of experience in the securities industry. Marcos is currently registered with Bolton Securities Corp. as a Registered Representative (RR) and Investment Advisor Representative (IAR) and has held previous positions with Credit Agricole Securities (USA) Inc., UBS International Inc., HSBC Securities (USA) Inc., and J.P. Morgan Securities Inc. Marcos holds the Series 66, Series 63, and Series 7 licenses, along with the Securities Industry Essentials (SIE) Exam. Marcos specializes in providing financial advice to individuals, businesses, and institutional 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
04/15/2021 - Present
Bolton Securities Corp. (BOLTON MA)
FL
02/24/2021 - 04/09/2021
CREDIT AGRICOLE SECURITIES (USA) INC. (MIAMI FL)
FL
07/11/2011 - 01/20/2012
CREDIT AGRICOLE SECURITIES (USA) INC. (MIAMI FL)
FL
03/27/2006 - 04/30/2009
UBS INTERNATIONAL INC. (MIAMI FL)
FL
05/16/2005 - 03/23/2006
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
05/01/2001 - 05/19/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/18/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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