Marco A. Ludovisi
Planning & Guidance Consultant in Dallas, Texas
Marco A. Ludovisi
Planning & Guidance Consultant in Dallas, Texas
Marco Ludovisi Arce immigrated from Mexico in 2006. He spoke no English and knew very little about the American culture or its people. Fluent in Spanish and English, Marco holds a bachelor’s degree from the University of North Texas where he majored in Hospitality Management. Marco knew that education was his first step towards opportunity. During his college career, he sold tamales door-to-door in order to pay his college tuition. Marco is registered by the Financial Industry Regulatory Authority as a General Securities Representative Series 7, and licensed by NASAA with a Series 66. Through a partnership with Harvard Business School Publishing and Fidelity, Marco has completed multiple courses through HarvardManageMentor, the most trusted-on demand leadership development resource.
Marco is a Planning & Guidance Consultant at Fidelity Investments. Headquartered in Boston, Fidelity is the No. 1 provider of 401(k) retirement savings plans, the- second largest discount brokerage firm, and the third largest provider of 403(b) retirement plans for not-for-profit institutions in the United States. Fidelity currently has 2 trillion dollars in global assets under management and 5 trillion dollars in assets under administration.
Marco provides investment direction by using guidance tools to match needs with suitable solutions such as products, research, or services including trading and online education while acquiring, retaining, and developing assets. In December 2015, Marco was named “Most Valued Person” for his team due to his business results. He was also a recipient for the “Top 5% Gold Award” for a National Fidelity Workplace Investing Business Campaign.
Marco has served in the board of directors for the Association of Latino Professionals for America and the Irving Hispanic Chamber of Commerce. Marco’s next career goals are to finish his Master’s degree, become a CFP, and eventually become a VP Financial Consultant or a VP Managing Director.