Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Marquez is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Alexandra has been in the financial services industry since 2010 and has experience at firms such as UBS Financial Services Inc., Citi International Financial Services LLC, CUNA Brokerage Services, Inc., and Goldman, Sachs & Co. Alexandra has a Series 7, Series 24, Series 66, and SIE license and is registered with the state of Florida and Puerto Rico. Alexandra also owns real estate and provides other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PR
05/18/2022 - Present
LPL Financial LLC (GUAYNABO PR)
PR
03/29/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Guaynabo PR)
PR
02/01/2016 - 03/18/2019
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
10/06/2010 - 12/16/2015
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
10/06/2010 - 12/16/2015
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
NY
03/23/2010 - 06/16/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 11/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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