Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Celeste Gooch is a financial advisor who specializes in providing financial planning services. She is the Founder and Chief Compliance Officer of MarGo Financial, L.L.C., an investment advisor. Her primary business activity is to provide financial planning services to her clients and others. She is also a licensed insurance agent, but does not sell insurance products. Marie Celeste Gooch has been working in the financial industry for over 18 years. She is registered with the state of Arizona, California and Texas as an Investment Advisor Representative (IAR). She has also passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
01/13/2023 - Present
Margo Financial (TUCSON AZ)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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