Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marwan 'mark'? Claim Your ProfileMarwan 'mark' Yacoub Yacoub is an active Investment Advisor Representative and a Registered Representative with J. W. Cole Advisors, Inc. Marwan 'mark' Yacoub Yacoub has been in the industry since January 15, 1992. Marwan 'mark' Yacoub Yacoub has previously worked at Financial Advisers of America, LLC, Girard Securities, Inc., Sentra Securities Corporation, Spectrum Securities, Inc. and Baraban Securities, Inc. Marwan 'mark' Yacoub Yacoub has offices in Tampa, Florida and Carlsbad, California. Marwan 'mark' Yacoub Yacoub is a licensed representative in California. Marwan 'mark' Yacoub Yacoub has passed the Series 63, 65, 4, 24, SIE, and 7 exams. Marwan 'mark' Yacoub Yacoub is an active Investment Advisor Representative with J. W. Cole Advisors, Inc. J. W. Cole Advisors, Inc. provides hourly and fixed rate consulting, financial planning, educational seminars and selection of other advisors to individuals, businesses, corporations and charitable organizations.
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.
Hourly & fixed rate consulting
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.
1
2
FL
05/10/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
10/26/2007 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
CA
08/28/2003 - 10/29/2007
GIRARD SECURITIES, INC. (SAN DIEGO CA)
AZ
07/28/1998 - 09/02/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
12/13/1996 - 08/25/1998
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
CA
01/16/1992 - 12/12/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 04/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1998
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marwan 'mark' Yacoub is the right advisor for you? Invested Better is here to help.
