Marco Melero, financial advisor Addison TX
93 score

Marco Melero

CRD Number: 5408331
Current Firm: Principal Securities, Inc.

Marco Melero (CRD# 5408331) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Financial Group Addison, TX Jul 2012 - Current 4
Princor Financial Addison, TX Jul 2012 - Current 4
J.p. Morgan Institutional Investments Inc. Dallas, TX Apr 2011 - Jul 2012 1
J.p. Morgan Retirement Plan Services LLC Dallas, TX Apr 2011 - Jul 2012 1
Jp Morgan Chase Bank Na Dallas, TX Jun 2009 - Apr 2011 1
Chase Investment Services Corp Dallas, TX Jun 2009 - Apr 2011 1
Axa Advisors, LLC New York, NY Aug 2007 - May 2009 1
Countrywide Home Loans Plano, TX May 2006 - May 2008 2
University Of North Texas Denton, TX Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Marco M. Melero
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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