Marcel Santos is a registered investment advisor, based in Vienna, VA, with 10 years of industry experience.
Location
1577 Spring Hill Rd, Ste 520, Vienna, VA, 22182
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
Foresters Advisory Services, LLC
July 2016 - June 2019 · 2 yrs 11 mos
Foresters Financial Services, INC.Broker
July 2015 - June 2019 · 3 yrs 11 mos
State Registrations9 states
CADCDEFLMDPATXVAWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.