Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Rosales is a registered investment advisor representative with PNC Investments. Marvin is a financial professional with years of experience in the financial services industry. Marvin has a strong background in providing financial advice and investment management services. Marvin is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
04/04/2024 - Present
PNC Investments (Peoria AZ)
CA
07/06/2020 - 03/19/2024
FIDELITY BROKERAGE SERVICES LLC (RANCHO CUCAMONGA CA)
CA
02/14/2020 - 06/22/2020
EDWARD JONES (Yucaipa CA)
CA
01/26/2017 - 05/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPLAND CA)
BOTH
Issued 08/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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