Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Velazquez is a financial professional with experience in the industry since 2018. Marcos is currently registered with LPL Financial LLC in Anaheim, California. Marcos has been registered with LPL Financial LLC since May 2022. Prior to joining LPL Financial LLC, Marcos worked at CUNA BROKERAGE SERVICES, INC. in Tustin, California, and Wells Fargo Clearing Services, LLC in Laguna Beach, California. Marcos holds the Series 6, Series 63, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
05/18/2022 - Present
LPL Financial LLC (ANAHEIM CA)
CA
02/17/2022 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Tustin CA)
CA
05/30/2018 - 05/19/2020
WELLS FARGO CLEARING SERVICES, LLC (LAGUNA BEACH CA)
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marcos Velazquez is the right advisor for you? Invested Better is here to help.
