Marcos Madera
Marcos Madera is a registered investment advisor at Cetera Investment Advisers LLC, based in Carolina, PR, with 18 years of industry experience. Marcos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Carolina, PR
Get directionsHistory
Regulatory History (13)
Customer Dispute
October 2019Customer Dispute
October 2019Customer Dispute
June 2019Customer Dispute
January 2019Customer Dispute
February 2018Customer Dispute
November 2017Customer Dispute
October 2017Customer Dispute
July 2017Customer Dispute
June 2015Customer Dispute
February 2015Customer Dispute
September 2014Customer Dispute
May 2014Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Marcos is the Vice President of Asociacion para Profesionales de Finanzas PR, dedicating a few hours per week to seminar preparation, event coordination, and business planning. He is also an insurance agent for Oriental Insurance LLC, selling life, fixed, and variable annuities for diversification purposes, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Oriental Financial Services LLC
Oriental Financial Services LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.