Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Marquez is a financial advisor currently registered with Cetera Investment Advisers LLC. Abraham has been a registered representative for over 10 years and holds several licenses including Series 6, 7, 63, and 65. Abraham has experience with a variety of firms including BBVA Securities Inc., BB&T Investment Services, Inc., and LPL Financial LLC. Abraham has a strong track record in providing financial advice and services to individuals, corporations, and charitable organizations. Abraham specializes in financial planning, portfolio management, and pension consulting. Abraham is committed to providing clients with personalized financial advice that meets their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
07/29/2019 - Present
Cetera Investment Advisers LLC (MCALLEN TX)
TX
10/17/2016 - 07/29/2019
BBVA SECURITIES INC. (HARLINGEN TX)
TX
01/13/2016 - 10/03/2016
BB&T INVESTMENT SERVICES, INC. (SELMA TX)
TX
09/03/2014 - 01/25/2016
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 09/17/2014
BBVA SECURITIES INC. (HOUSTON TX)
TX
10/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
IA
Issued 4/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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