Marcos De Paula (CRD# 7689747) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Indian Land, SC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Indian Land, SC | Dec 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Mar 2023 - Dec 2023 | < 1 |
| American Mortgage Bank | Oklahoma City, OK | Sep 2022 - Dec 2022 | < 1 |
| Guaranteed Rate | Chicago, IL | Apr 2020 - Jul 2022 | 2 |
| Lennar Mortgage | Charlotte, NC | Jul 2018 - Apr 2020 | 1 |
| Goodmortgage.com | Charlotte, NC | Feb 2017 - Jul 2018 | 1 |
| Wyndham Capital Mortgage | Charlotte, NC | Apr 2016 - Jan 2017 | < 1 |
| Quicken Loans | Charlotte, NC | Sep 2014 - Feb 2016 | 1 |
| Cunningham & Company | Greensboro, NC | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | May 2023 |
- SC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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