Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marely? Claim Your ProfileMarely Zamarron is a financial professional registered with Charles Schwab & Co., Inc. She has been in the securities industry since 2016. Marely holds a Series 63 license, Series 7 and Series 9 licenses, and is also licensed in California, New York, and Texas. Marely has previous experience working at Charles Schwab & Co., Inc. in El Paso, TX. Marely specializes in portfolio management and financial planning.
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
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2
TX
11/23/2018 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
06/08/2016 - 12/15/2016
CHARLES SCHWAB & CO., INC. (El Paso TX)
BC
Issued 05/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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