Marcelo Fallick
- Role
- Financial Advisor at Edward Jones
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marcelo Fallick
I have built a practice dedicated to putting the client first and focusing on what…
Experience
Financial Advisor
Jan 2016 — Present
Skills
- Exchange-Traded Funds
- Investor Education Programs
- Series 7 License
- Wealth Management
- Asset Allocation Strategies
- Long-Term Care
- Series 66 License
- Life Insurance
- Mutual Funds
- 401(K)
- 529 Plans
- 403(B)
- Iras
- Traditional Ira
- Stock Unit Investment Trusts
- Bonds
- Systematic Investing
- Estate and Legacy Strategies
- Annuities
- Financial Analysis
- Roth Ira
- College Savings
- Wealth Preservation Strategies
- Education Savings
- Term Life Insurance
- Estate Considerations
- Wealth Strategies
- Risk Assessment
- 403(B)S
- Portfolio Review
- Stocks
- Permanent Life Insurance
- Asset Allocation
- Retirement Savings
- 457(B)S
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