Invested Better
Unclaimed

Unclaimed

Unclaimed

Chloe Jean Marquez

Moelis & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chloe? Claim Your Profile

About Chloe Jean Marquez

Chloe Jean Marquez is a registered representative with Moelis & Co. LLC. Chloe holds the Series 79TO and SIE licenses. Chloe joined Moelis & Co. LLC on July 17, 2023.

Firm Information

Chloe Marquez is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chloe Marquez’s Registration & Firm History

NY

07/17/2023 - Present

Moelis & Co. LLC (NEW YORK NY)

Not sure if Chloe Jean Marquez is right for you?

Licenses & Designations

BC

Issued 07/17/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chloe Jean Marquez.
Not sure if Chloe Jean Marquez is right for you?