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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Alejandro Tenorio is a financial advisor with Fidelity Personal And Workplace Advisors, a large firm with approximately $1 billion to $10 billion in regulatory assets under management. Marlon Alejandro Tenorio is a registered representative with FINRA, and a registered investment advisor with the state of Texas. Marlon Alejandro Tenorio works in New Braunfels, Texas. Fidelity Personal And Workplace Advisors provides investment advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Marlon Alejandro Tenorio has been in the securities industry since 2017.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/27/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW BRAUNFELS TX)
TX
12/06/2021 - 09/21/2022
CHARLES SCHWAB & CO., INC. (San Antonio TX)
TX
05/05/2021 - 09/20/2021
CUSO FINANCIAL SERVICES, L.P. (Kyle TX)
TX
08/07/2017 - 04/28/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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