Unclaimed
Mary Esther Marrujo is a financial professional with over two decades of experience in the industry. She is currently registered with LPL Financial LLC, a leading independent broker-dealer, and has previously worked with Edward Jones and Scudder Investor Services, Inc. Mary Esther is committed to providing comprehensive financial advice and guidance, offering a variety of services including financial planning, portfolio management, and consulting. With her extensive knowledge and dedication, she strives to help clients achieve their financial goals and aspirations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/04/2015 - Present
LPL Financial LLC (SAN DIEGO CA)
AZ
06/09/2011 - 11/09/2015
EDWARD JONES (TEMPE AZ)
NY
01/10/1995 - 09/03/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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