Marcus Arguez Email & Phone Number
Partner - Wealth Management @ RoundTable Associates
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Marcus Arguez Location
- Plano, TX, US
Marcus Arguez Work
- 2020 -now Partner - Wealth Management @
Marcus Arguez Education
- American Academy of Financial Services
AEP Accredited Estate Planner (Finance, General)
2020-2025 - American Academy of Financial Services
CLU (Financial Planning and Services)
2023-2024 - Northwestern Mutual Fastrack Academy
Continued Education (Financial Advising)
2022-2022 - The University of Texas at Dallas
(B.S.)
2018-2020 - University of Houston
Bachelor of Science - BS
2015-2018
Marcus Arguez Skills
- Relationship Building
- Entrepreneurship
- Sales
- Financial Advisory
- Communication
- Teamwork
- Team Leadership
- Management
- Strategic Planning
- Research
- Microsoft Office
- Biotechnology
- Science Journalism
Marcus Arguez Summary
- Marcus Arguez, based in Plano, TX, US, is currently a Partner - Wealth Management at RoundTable Associates. Marcus Arguez holds a 2020 - 2025 AEP Accredited Estate Planner in Finance, General @ American Academy of Financial Services. With a robust skill set that includes Relationship Building, Entrepreneurship, Sales, Financial Advisory, Communication and more. Marcus Arguez has 1 emails and 2 mobile phone numbers on RocketReach.
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