Unclaimed
Miguel Marin is a financial advisor who has been in the industry since 2012. He has a Series 6, 63, and 65 license as well as the SIE exam. Miguel currently works for Empower Advisory Group, LLC in Greenwood Village, Colorado. Previously, he was registered with Chase Investment Services Corp. and J.P. Morgan Securities LLC in Riverside, California. Miguel is a highly experienced advisor with expertise in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
1
2
CO
07/08/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CA
10/01/2012 - 05/25/2021
J.P. MORGAN SECURITIES LLC (RIVERSIDE CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RIVERSIDE CA)
IA
Issued 07/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Miguel Marin is the right advisor for you? Invested Better is here to help.