Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Ignacio Marques III is a financial advisor at Fidelity Personal AND Workplace Advisors in Tallahassee, FL. Jose has been in the financial services industry since October 2012. Jose holds the Series 6, 7, 63, and 65 securities licenses. Jose specializes in financial planning, portfolio management, educational seminars, and selection of other advisors. Jose previously worked at PLANMEMBER SECURITIES CORPORATION in Tallahassee, FL.
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.
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.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (TALLAHASSEE FL)
FL
10/03/2012 - 09/02/2015
PLANMEMBER SECURITIES CORPORATION (TALLAHASSEE FL)
BC
Issued 07/28/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jose Marques is the right advisor for you? Invested Better is here to help.
