Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Jacob Marquez is a financial advisor with Fidelity Brokerage Services LLC. Jeremy has been in the financial services industry for over 20 years and holds Series 6, 7, 63, 99TO, and SIE licenses. Jeremy is registered to provide investment advice in 53 states and the District of Columbia. Before joining Fidelity Brokerage Services LLC, Jeremy worked at LPL Financial LLC, MFS Fund Distributors, Inc., and Columbia Funds Distributor, Inc.
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.
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2
MA
03/04/2022 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
07/26/2011 - 02/07/2022
LPL FINANCIAL LLC (BOSTON MA)
MA
10/20/2004 - 07/06/2011
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
09/04/2003 - 10/13/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 11/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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