Marcelo Flores, financial advisor East Lansing MI
89 score

Marcelo Flores

CRD Number: 5415372
Current Firm: Morgan Stanley

Marcelo Flores (CRD# 5415372) is an Investment Advisor Representative working at Morgan Stanley in East Lansing, MI and has over 3 years of experience in the finance industry.

Similar Advisors
Mae Luchetti, financial advisor East Lansing MI
Mae Luchetti
CRD# 4203639
Edward Jones
Score
100
Similar Advisors
Jeffrey Hollenbeck, financial advisor East Lansing MI
Jeffrey J. Hollenbeck
CRD# 5910417
Ryzome Investment Advisors
Score
98
Similar Advisors
Patrick Anderson, financial advisor East Lansing MI
Patrick A. Anderson
CRD# 2348027
Ameriprise Financial Services, Inc.
Score
96
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley East Lansing, MI Aug 2013 - Current 3
Plum Hollow Country Club Southfield, MI Jun 2011 - Jun 2013 2
Michigan State University East Lansing, MI Oct 2008 - Nov 2011 3
Nylife Securities LLC Southfield, MI Nov 2007 - Aug 2008 < 1
New York Life Insurance Co Southfield, MI Oct 2007 - Aug 2008 < 1
Us Army Ft Drum, NY Jan 1999 - Sep 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Marcelo N. Flores
Phone Number: 914-225-5510
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Marcelo Flores and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.