William John Marco
\"Helping People Make Wise Financial Decisions For Over 20 Years \"
- Role
- President at Marco Wealth Strategies Group Inc
- Location
- Staten Island, NY, US
- LinkedIn followers
- 500 followers
About William John Marco
Marco Wealth Strategies GroupWilliam John Marco - AAMS® CWS® CRC® CPFA®Certified Wealth Strategist®Certified Plan Fiduciary Advisor® 114 Seguine Avenue Staten Island NY 10309Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
Experience
President
Marco Wealth Strategies Group Inc
Apr 2011 — Present
Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Education
SUNY Empire State College
Business Administration and Management, General
College of Financial Planning
Accredited Assets Manager Specialist
1998
Cannon Institute of Higher Learning
CWS, Wealth Management
2008 — 2015
Skills
- Wealth Management Services
- Financial Planners
- Fixed Annuities
- College Education Planning
- Social Security
- 401k
- Long Term Care Insurance
- Small Business
- Life Insurance
- Finance
- Securities
- Estate Planning
- Retirement Income Strategies
- Financial Planning
- Annuities
- Financial Advisory
- Uniform Combined State Law
- Ira's
- Investment Advisory
- Wealth Management
- Iras
- Legacy Planning
- Investment Strategies
- Alternative Investments
- Aflac
- Series 63
- Series 7
- Elder Care
- Retirement
- Strategic Financial Planning
- Fiduciary Services
- Investments
- Insurance Planning
- Real Estate
- Mutual Funds
- Wealth
- Financial Services
- Retirement Planning
- Finra
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