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MM

Marcus M. Moreno

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CRD#: 2683565
MM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marcus Mario Moreno was a registered financial professional .

Marcus is a previously registered financial professional and started their career in finance in 1995. Marcus had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 27, 2012 - January 29, 2015

ACCELERATED CAPITAL GROUP

BD
CRD#: 41270
SCOTTSDALE, AZ
Past

April 5, 2011 - January 28, 2015

ASHTON THOMAS PRIVATE WEALTH

RIA
CRD#: 153902
SCOTTSDALE, AZ
Past

March 17, 2011 - February 24, 2012

MERIDIAN UNITED CAPITAL, LLC

BD
CRD#: 122924
SCOTTSDALE, AZ
Past

July 8, 2008 - March 24, 2011

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SCOTTSDALE, AZ
Past

May 1, 2008 - March 24, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SCOTTSDALE, AZ
Past

October 3, 2006 - October 11, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MESA, AZ
Past

February 18, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 18, 2003 - March 13, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MESA, AZ
Past

December 22, 1995 - February 24, 2003

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/23/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/29/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/1/2002
General Securities Principal Examination

Current Firm

AC
ACCELERATED CAPITAL GROUP
ACCELERATED CAPITAL GROUP | TRADEMARK INVESTMENTS, INC. | MARK STEWART SECURITIES, INC. | ACCELERATED CAPITAL GROUP, INC.

CRD#: 41270 / SEC#: , 8-49347

BD
Terminated by SEC on 12/02/2018
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Contact information

Main Address
Mailing Address
Phone number
Established
California since 05/14/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
STEVENS, JODI KAYEASSIGNEE FOR STRONGBOW/CCO7028802

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACCELERATED CAPITAL GROUP

CRD#: 41270

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