Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlo? Claim Your ProfileMarlo Whitaker Demoss is a financial advisor with over 20 years of experience in the industry. Marlo is currently registered with Cambridge Investment Research Advisors, Inc. in Melbourne Beach, Florida. Marlo has held previous roles with Tower Square Securities, Inc., American General Financial Advisors, Inc., and The Variable Annuity Marketing Company. Marlo has obtained the Series 6, 7, and 66 securities licenses and holds the Certified Financial Planner designation. Marlo's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
11/28/2011 - Present
Cambridge Investment Research Advisors, Inc. (Melbourne Beach FL)
FL
07/06/2001 - 11/02/2011
TOWER SQUARE SECURITIES, INC. (PLANTATION KEY FL)
TX
12/12/2000 - 06/29/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/12/2000 - 06/29/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 03/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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