Unclaimed
Georgina Marquez is a financial advisor with over 15 years of experience in the industry. Georgina is currently registered with The Leaders Group, Inc. She is licensed to provide investment advice in Florida. Prior to her current role, Georgina worked as a financial advisor with SagePoint Financial, Inc. and AXA Advisors, LLC. Georgina holds Series 66, SIE, and Series 7 licenses.
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.
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.
1
2
CO
01/04/2016 - Present
THE Leaders Group, Inc. (LITTLETON CO)
AZ
01/16/2014 - 12/31/2015
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
12/19/2003 - 08/06/2012
AXA ADVISORS, LLC (MIAMI FL)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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