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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vajoan? Claim Your ProfileVajoan Marte is an investment advisor representative with LPL Enterprise, LLC. Marte has been in the industry since 2005. Marte has a series 6, SIE, and Series 63 license and has been registered with the state of Delaware since 2021. Marte has worked with PNC Investments and Citizens Securities, Inc. Vajoan Marte is currently registered with the state of Delaware, as well as the states of District of Columbia, Florida, Georgia, Illinois, Maryland, Nevada, Pennsylvania, and Virginia. Marte provides financial planning, portfolio management for individuals and businesses, as well as educational seminars and other non-discretionary advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DE
11/14/2024 - Present
LPL Enterprise, LLC (ODESSA DE)
DE
05/02/2017 - 09/07/2021
CITIZENS SECURITIES, INC. (WILMINGTON DE)
DE
06/09/2016 - 05/03/2017
PNC INVESTMENTS (WILMINGTON DE)
DE
12/03/2013 - 11/18/2015
HSBC SECURITIES (USA) INC. (WILMINGTON DE)
PA
07/10/2009 - 07/26/2012
PNC INVESTMENTS (KENNETT SQUARE PA)
NC
09/20/2005 - 04/01/2008
WACHOVIA SECURITIES, LLC (WILSON NC)
IA
Issued 04/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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