Marcelo Fallick
Financial Advisor @Edward Jones
Houston, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2016 — Present
Financial Advisor @Edward Jones
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SKILLS
Exchange-Traded FundsInvestor Education ProgramsSeries 7 LicenseWealth ManagementAsset Allocation StrategiesLong-Term CareSeries 66 LicenseLife InsuranceMutual Funds401(K)529 Plans403(B)IrasTraditional IraStock Unit Investment TrustsBondsSystematic InvestingEstate and Legacy StrategiesAnnuitiesFinancial AnalysisRoth IraCollege SavingsWealth Preservation StrategiesEducation SavingsTerm Life InsuranceEstate ConsiderationsWealth StrategiesRisk Assessment403(B)SPortfolio ReviewStocksPermanent Life InsuranceAsset AllocationRetirement Savings457(B)S
ABOUT MARCELO FALLICK
I have built a practice dedicated to putting the client first and focusing on what…
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