Unclaimed Profile

Marcos Jose Cordero

GRADSAVE PLANNING SERVICES, LLC·MIAMI, Florida

Series 65Clean record12 years registeredGRADSAVE PLANNING SERVICES, LLC

444 BRICKELL AVE., MIAMI, FL 33131CRD# 6279826Firm CRD# 170028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcos Jose Cordero · MIAMI, FL

Registration

CRD #6279826 · GRADSAVE PLANNING SERVICES, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRADSAVE PLANNING SERVICES, LLC

GRADVISOR

Mar 2014 – Mar 2024

MIAMI, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 17, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRADSAVE PLANNING SERVICES, LLC

CRD 170028 · SEC 801-100437

Employees

Total firm employees

Services offered by GRADSAVE PLANNING SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at GRADSAVE PLANNING SERVICES, LLC →

Introduction

Speak with Marcos

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Marcos is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Marcos Jose Cordero offer?

Marcos Jose Cordero specializes in Investment Management.

What are Marcos Jose Cordero's credentials?

Marcos Jose Cordero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcos Jose Cordero located?

Marcos Jose Cordero is based in MIAMI, Florida, last registered with GRADSAVE PLANNING SERVICES, LLC.

How does Marcos Jose Cordero charge for services?

Marcos Jose Cordero's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRADSAVE PLANNING SERVICES, LLC?

GRADSAVE PLANNING SERVICES, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →

More Advisors in MIAMI, Florida

Paul Marshall Swigart

XTELLUS ADVISORS LLC·MIAMI, FL

Victor Hugo Costa

ARBALPHA CAPITAL, LLC·MIAMI, FL

David Michael Kovach

CAPITAL MANAGEMENT INVESTOR SERVICES, INC.·MIAMI, FL

Piergiacomo Rock

AZ APICE CAPITAL MANAGEMENT LLC·MIAMI, FL

Justin Peter Lowe

AVENIR PRIVATE ADVISORS, LLC·MIAMI, FL

Jose Luis Perich

EFG ASSET MANAGEMENT (AMERICAS) CORP.·MIAMI, FL

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Florida

TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)

City Guides

TAMPA Guide BOCA RATON Guide CORAL GABLES Guide NAPLES Guide SARASOTA Guide

Research

Advisor Fees in Florida National Fee Analysis

Request removal of this profile