Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marek? Claim Your ProfileMarek Ghezzi is a financial advisor registered with Charles Schwab & CO., Inc., and has been working in the financial services industry since January 2021. Marek is registered with the state of California, Indiana and Illinois, and has Series 7TO, Series 66 and SIE licenses. Marek Ghezzi's current employment is with Charles Schwab & CO., Inc. and his previous employment includes roles at Rosen Materials, Utermark & Sons Landscaping and Full Time Education.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/19/2021 - Present
Charles Schwab & CO., Inc. (San Diego CA)
BOTH
Issued 01/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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