William John Marco

William John Marco

New York City Metropolitan Area
1K followers 500+ connections

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About

William John Marco is a Registered Principal. Securities offered through First Allied…

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Activity

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Experience

Education

Licenses & Certifications

Volunteer Experience

  • Board of Directors

    Civic

    Civil Rights and Social Action

  • Super Storm Sandy Relief Member

    Team Determination

    - Present 11 years 8 months

    Disaster and Humanitarian Relief

    Donated funds, and distributed food, to families impacted by this terrible storm
    Assisted with the removal of damaged contents and household infrastructure

  • YMCA of the USA Graphic

    Board Of Directors

    YMCA of the USA

    - Present 7 years 5 months

    Education

    BOD for Staten Island South Shore

  • Wealth Advisor

    NYC Department of Sanitatiion Retires Association

  • Board Of Directors

    Senior Umbrella Network of Brooklyn

    - 4 years 1 month

    Social Services

Publications

  • Press Release


    William John Marco of Marco Wealth Strategies Group, Inc. Earns Accredited CRC® Retirement Counselor Certification Since its inception, over 2,100 professionals have earned InFRE's Certified Retirement Counselor® (CRC®) certification worldwide. . Seventy-eight million Americans plan to retire over the next 18 years, and according to InFRE, most will unfortunately be unprepared. InFRE, a 501(c)3 non-profit organization, was founded in 1997 to increase the number of retirement counselors…


    William John Marco of Marco Wealth Strategies Group, Inc. Earns Accredited CRC® Retirement Counselor Certification Since its inception, over 2,100 professionals have earned InFRE's Certified Retirement Counselor® (CRC®) certification worldwide. . Seventy-eight million Americans plan to retire over the next 18 years, and according to InFRE, most will unfortunately be unprepared. InFRE, a 501(c)3 non-profit organization, was founded in 1997 to increase the number of retirement counselors qualified to address the needs of the enormous number of individuals—as many as 10,000 a day—who plan to retire but will not be retirement ready for this financial and emotional transition. Achieving this certification typically requires dozens of hours of studying, reading and classroom review before sitting for a four hour exam. In addition, certificants must meet specific education and experience requirements, possess a bachelor's degree or higher from an accredited college or university, and have a minimum of two years of relevant retirement-related professional experience. Candidates are also subject to a comprehensive background check once all other requirements have been met. Each certificant must sign a Code of Ethics and commit to an additional 15 hours of annual continuing education. The retirement-specific program ensures that those who receive the certification will be properly equipped to assist the tremendous retirement challenge facing all Americans. According to the InFRE website, its mission is to “protect the general public by advancing recognition among retirement planning professionals of the need for continuing education, a code of ethics, and professional certification for retirement counselors.” The Certified Retirement Counselor® program is accredited by the National Commission of Certifying Agencies (NCAA) which applies rigorous, independent standards designed to protect the health, welfare and safety of the public to its approval process.

  • NYCGOBIZ

    Staten Island Business Trends

    GOBizNYC, a coalition of small businesses, startups, chambers of commerce, industry associations, and civic and community groups collectively representing more than 20,000 enterprises, including one out of every 10 small businesses across the city.

    See publication

  • As a tribute to dad

    Staten Island Advance

    As a tribute to his 94-year-old dad, William Sam Marco, William Marco of Wealth Strategies Group Inc., a wealth adivsory practice working with small-business owners and individuals on their financial planning needs, has become wealth adviser to members of the city Department of Sanitation Retirees Association, a national association established in 1985, with more than 1,000 current members and growing.

    See publication

  • Marco Wealth Strategies Group, Inc

    SI Advance

    Marco Wealth Strategies Group, Inc announces the opening of 2nd Branch Office

    See publication

Courses

  • Accredited Asset Manageer Specialist

    -

  • Certified Retirement Counselor

    -

  • Certified Wealth Strategist

    -

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