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 an investment advisor representative with Cetera Investment Advisers LLC. Abraham has been in the securities industry since 2009. Abraham has passed Series 6, 7, 63, and 65 exams and holds state licenses in California, New Jersey, and Texas. Abraham previously worked at BBVA Securities Inc., BB&T Investment Services, Inc., LPL Financial LLC, BBVA Compass Investment Solutions, Inc, and Compass Bank. Abraham specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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 04/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2013
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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