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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaysen? Claim Your ProfileJaysen D Marquis is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Jaysen has been in the financial industry since 2010 and holds a Series 7, Series 63, Series 65, and Series 79TO license. Jaysen provides a range of services to clients, including portfolio management for individuals and businesses, pension consulting, and educational seminars. In addition to Jaysen's professional experience, Jaysen serves as a Committee Member for the Financial Executives International - Dallas chapter, a networking organization for finance professionals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/24/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
NY
02/18/2010 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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