Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Nero Moreno is a registered representative with MWA Financial Services Inc. and has been in the financial services industry since 2005. Based in Laredo, Texas, Marcus has held prior roles with THE O.N. EQUITY SALES COMPANY and ALLSTATE FINANCIAL SERVICES, LLC. Marcus is licensed to provide securities related services in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/15/2024 - Present
MWA Financial Services Inc. (Laredo TX)
TX
08/17/2022 - 02/15/2024
THE O.N. EQUITY SALES COMPANY (Laredo TX)
TX
07/02/2003 - 08/28/2020
ALLSTATE FINANCIAL SERVICES, LLC (LAREDO TX)
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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