Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Marquez is a registered representative with Truist Advisory Services, Inc. Elizabeth has been in the industry since January 2022. Elizabeth is licensed in Texas. Elizabeth specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Elizabeth is a Series 7TO and Series 66 holder and has passed the SIE exam. Elizabeth's primary office location is in Fort Worth, Texas.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TX
03/26/2022 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
BOTH
Issued 03/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Marquez is the right advisor for you? Invested Better is here to help.
