Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Ernesto Villavicencio is an investment advisor representative with Avantax Advisory Services. Marlon has been in the industry since 2010. Marlon holds the Series 65 - Uniform Investment Adviser Law Examination. Marlon is registered to provide investment advice in California. Marlon's practice at Avantax Advisory Services specializes in offering investment advisory services to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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2
CA
09/26/2022 - Present
Avantax Advisory Services (SAN LEANDRO CA)
IA
Issued 09/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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