Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Cesar Marquez is an investment advisor representative at Fidelity Personal And Workplace Advisors in Albuquerque, NM. Julio has over 7 years of experience in the financial services industry. He is registered with FINRA and is licensed to provide investment advice in 50 states. Julio has a Series 7, Series 63 and Series 66 license and holds a Securities Industry Essentials (SIE) certification. Prior to joining Fidelity Personal And Workplace Advisors, Julio was an investment advisor representative at Edward Jones.
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.
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2
NM
01/19/2022 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
NM
10/21/2019 - 10/19/2021
EDWARD JONES (Albuquerque NM)
NM
11/12/2018 - 05/31/2019
EDWARD JONES (ALBUQUERQUE NM)
NM
08/10/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 03/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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