Unclaimed
Marc Duquella is an investment advisor representative associated with Fisher Investments, registered with the state of Washington since 2011. Marc has been in the industry since 2007, and has experience with UBS Securities LLC. Marc specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Marc also offers financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
11/21/2011 - Present
Fisher Investments (CAMAS WA)
NY
10/19/2007 - 05/06/2010
UBS SECURITIES LLC (NEW YORK NY)
IA
Issued 11/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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