Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Eduardo "eddie" Zavala is an Investment Advisor Representative with Mariner Independent. Marlon has been in the industry for over 10 years and has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Marlon previously worked at LPL Financial LLC and First Command Financial Planning, Inc. Marlon holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Marlon specializes in financial planning, portfolio management, and selection of other advisors.
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.
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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TX
10/12/2023 - Present
Mariner Independent (Houston TX)
TX
03/02/2017 - 05/26/2020
LPL FINANCIAL LLC (HOUSTON TX)
TX
01/15/2013 - 03/03/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (HOUSTON TX)
IA
Issued 02/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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