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MF

Marcelo E. Fuenzalida

BBFN WEALTH MANAGEMENT LLC
LEXINGTON, KY
Some features on this profile are disabled
CRD#: 6103799
MF

Professional summary

Marcelo Eduardo Fuenzalida, who also goes by Marcelo Fuenzalida, Marcelo Eduardo Fuenzalida Cisterna, is a registered financial advisor currently at BBFN WEALTH MANAGEMENT LLC located in Lexington, Kentucky.

Marcelo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Marcelo has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marcelo Fuenzalida | Marcelo Eduardo Fuenzalida Cisterna

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) - RIA

Click below to view Marcelo Eduardo Fuenzalida's CRS (Customer Relationship Summary).

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

Current

December 19, 2024 - Present

BBFN WEALTH MANAGEMENT LLC

RIA
CRD#: 333474
LEXINGTON, KY
Past

November 14, 2012 - January 14, 2013

BBVA SECURITIES INC.

BD
CRD#: 27060
NEW YORK, NY

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(12/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/26/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/13/2012
General Securities Representative Examination

Current Firm

BW
BBFN WEALTH MANAGEMENT LLC
BBFN WEALTH MANAGEMENT LLC

CRD#: 333474 / SEC#:

Kentucky
Registered Investment Advisory firm - (12/19/2024 Approved)
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Contact information

Main Address
Lexington, KY
Mailing Address
Phone number
(847) 915-5981
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

BBFN WEALTH MANAGEMENT LLC

CRD#: 333474Lexington, KY

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