Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Marrero is an Investment Advisor Representative who has been in the financial industry since May 2011. Stefan Marrero is currently registered with Mariner Independent in Coral Gables, FL. Stefan Marrero holds the Series 65 securities license. Stefan Marrero specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Stefan Marrero works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
07/31/2024 - Present
Mariner Independent (Coral Gables FL)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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