ADVISOR BIO

Marcia T. Irvin is a financial advisor with over 20 years of experience in the industry. Marcia is registered with RBC Capital Markets, LLC and has held previous roles at UBS Financial Services Inc., Salomon Smith Barney Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Marcia has a wide range of experience in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Marcia holds a Series 7 and Series 66 license.

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ADVISOR BIO

Marcie P. Nach is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC. Marcie has been in the industry since 2011 and is a Certified Financial Planner. Marcie holds Series 6, 63, and 65 licenses. Marcie's previous experience includes working at NEW ENGLAND SECURITIES in CHICAGO, IL.

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ADVISOR BIO

Marcie Mayer is a financial advisor with over 23 years of experience in the financial services industry. Marcie has a broad range of experience in providing investment advice and financial planning services to individuals, families, and businesses. She is a registered representative of Oppenheimer & Co. Inc. and is also a registered investment advisor. Marcie holds the Series 63, 65, 7, 9, 10, 99 and SIE licenses. She is also a graduate of the University of Washington. Marcie is committed to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Marcin Zdunek is an investment advisor representative currently registered with F/m Investments LLC and Oakhurst Capital Advisors, LLC. Marcin is a Series 65 licensed advisor and has been in the financial industry since July 2007. Marcin has worked with a variety of clients including endowments, tribal accounts, insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.

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ADVISOR BIO

Marcio Brito de lima is a financial advisor with Itau International Securities Inc. located in Miami, Florida. Marcio has been in the industry since 2018 and has held previous positions at ITau International Securities Inc. Marcio is a Chartered Financial Analyst and holds Series 7, Series 24, and SIE licenses. Marcio specializes in Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Marcio Moraes marciano darocha is a financial advisor with Insigneo Advisory Services, LLC. Moraes marciano darocha has been in the industry since September 30, 2015, and holds Series 7, Series 66, and SIE licenses. Moraes marciano darocha provides investment advisory services for high-net-worth individuals, corporations and other businesses, pooled investment vehicles, and other investment advisors. Previously, Moraes marciano darocha was employed by Morgan Stanley. Moraes marciano darocha works in the Miami, Florida office of Insigneo Advisory Services, LLC.

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ADVISOR BIO

Marcio Felipe De almeida batista has been a registered representative for over 9 years, working with clients in Miami, Florida, and across the United States. He has extensive experience in the financial services industry, having held positions at several prominent firms, including Wells Fargo Advisors, LLC, XP Securities, LLC, and currently BTG Pactual Asset Management US, LLC. Marcio holds both a Series 66 and a Series 7 license, demonstrating his commitment to ongoing professional development. Marcio Felipe De almeida batista's expertise in portfolio management for businesses, individuals, and pooled investment vehicles makes him a valuable resource for clients seeking personalized investment guidance and customized financial solutions.

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ADVISOR BIO

Marco Caporuscio is an investment advisor representative at Mariner Wealth. Marco holds a Series 65 license. Marco has worked in the financial services industry since 2013.

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ADVISOR BIO

Marco Messeri is a registered representative with Goldman Sachs & Co. LLC, specializing in investment banking, securities, and related areas. Marco has been in the financial services industry since September 2006. Marco is registered with FINRA and holds the Series 7, Series 63, Series 79TO, and SIE licenses. Marco is located in the New York, NY branch office of Goldman Sachs & Co. LLC.

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ADVISOR BIO

Marco Osorio is an investment advisor representative with Prime Capital Financial. Marco has been in the financial services industry since 2014. Marco holds a Series 7 and Series 63 licenses, as well as the SIE and Series 65 licenses. Marco has experience working for several firms including Fidelity Brokerage Services LLC, LPL Financial LLC, GenWealth Financial Advisors LLC, and Independent Advisor Alliance. Marco has been with Prime Capital Investment Advisors since 2024. Marco has a passion for helping clients reach their financial goals. Marco provides a range of financial services including financial planning, portfolio management, and retirement planning. Marco is committed to providing his clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS