Marcelo Fallick, Financial Advisor
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Executive Summary
Marcelo Fallick, Financial Advisor, is a highly experienced professional with 13.8 years of work experience. He specializes in traditional IRI, Roth IRI, asset allocation strategies, financial analysis, and risk assessment. Marcelo is based in the United States and has a strong background in providing advice and solutions to clients, from asset allocation and strategic planning to wealth preservation and multi-generational estate and legacy strategies. He has worked in various roles, including Branch Office Administrator and Marketing Intern, at reputable companies such as Edward Jones and Bose Corporation. Marcelo's expertise and dedication make him a valuable asset in the financial industry.
Contact Information
Current Workspace
Edward Jones
houston based financial advisor using a five step process to guide individuals towards their financial goals&Branch Office Administrator&Branch Office Administrator
houston based financial advisor using a five step process to guide individuals towards their financial goals
Branch Office Administrator
Branch Office Administrator
Professional Background
Personal Interests
Colleagues
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