Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Velasco is a financial advisor with JMG Financial Group Ltd. in Milwaukee, Wisconsin. Marcus has been in the financial industry since 1991. Marcus is a Certified Financial Planner and Chartered Financial Analyst. Marcus is registered with the state of Illinois and Wisconsin. Marcus has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Marcus offers financial planning, pension consulting, and portfolio management services.
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.
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.
A percentage of assets
1
2
WI
06/08/2022 - Present
JMG Financial Group Ltd. (MILWAUKEE WI)
IL
10/23/2018 - 05/06/2020
ALLSTATE FINANCIAL SERVICES, LLC (Lake Zurich IL)
IL
08/10/2016 - 01/30/2018
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
10/23/2009 - 01/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
12/12/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
NE
11/20/1991 - 10/03/1994
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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