Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Markellos? Claim Your ProfileMarkellos Marcou is an investment advisor representative currently registered with LPL Financial LLC. Markellos has been in the industry since August 16, 1994 and has previously worked with firms such as Securities America, Inc., PNC Investments, Chase Investment Services Corp., BNY Investment Center Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., M. H. Meyerson & Co., Inc., Patterson Travis, Inc., Seaboard Securities, Inc., Thomas James Associates, Inc., and Hibbard Brown & Co., Inc.. Markellos is also registered in several states including California, Delaware, Florida, New Jersey, New York, and North Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/19/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
10/15/2009 - 05/19/2023
SECURITIES AMERICA, INC. (WEST CALDWELL NJ)
NJ
03/08/2007 - 09/22/2009
PNC INVESTMENTS (SECAUCUS NJ)
NJ
10/04/2006 - 03/02/2007
CHASE INVESTMENT SERVICES CORP. (WALLINGTON NJ)
NJ
09/07/2006 - 10/04/2006
BNY INVESTMENT CENTER INC. (WALLINGTON NJ)
NJ
10/20/2004 - 09/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BELLEVILLE NJ)
NY
03/13/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
12/01/1998 - 02/25/2002
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
CO
06/02/1995 - 11/02/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
NJ
01/03/1995 - 05/23/1995
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NY
08/19/1994 - 02/09/1995
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
06/06/1994 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 10/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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