Unclaimed
Marcus Antonio Zapata is an Investment Advisor Representative with First Command Advisory Services, Inc. He is registered with FINRA and the state of Texas. Marcus has been in the financial services industry since May 14, 2017. His primary office is in Fort Worth, Texas. Marcus has a Series 7, SIE and Series 66 securities licenses. He specializes in providing financial planning and portfolio management services to individual and corporate 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.
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.
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2
TX
06/12/2017 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 06/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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