Marcel Quiroga (CRD# 5000577) is an Investment Advisor Representative working at Tqm Wealth Partners in Marblehead, MA and has over 18 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tqm Wealth Partners, LLC | Marblehead, MA | Feb 2016 - Current | 8 |
| Capital Formation Group, Inc. | Wellesley Hills, MA | May 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- FL
- MA
- NY
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$466,655
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, NY
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