Marco Guevara (CRD# 6600402) is an Investment Advisor Representative working at Pnc Investments in Edgewood, NM and has over 8 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Pittsburgh, PA | Feb 2021 - Current | 3 |
| Jpmorgan Chase Bank, N.a. | Newark, DE | Aug 2019 - Feb 2021 | 1 |
| Jpmorgan Securities, LLC | Newark, DE | Aug 2019 - Feb 2021 | 1 |
| Pnc Investments | Yardley, PA | Nov 2018 - Jul 2019 | < 1 |
| Pnc Investments | Yardley, PA | Aug 2017 - Nov 2018 | 1 |
| Unemployed | Philadelphia, PA | Jun 2017 - Aug 2017 | < 1 |
| Mcadam LLC | Philadelphia, PA | Jun 2015 - Jun 2017 | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2016 - May 2017 | 1 |
| University Of Pennsylvania | Philadelphia, PA | Jun 2014 - Dec 2015 | 1 |
| University Of Pennsylvania | Philadelphia, PA | Sep 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- NM
- PA
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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