Unclaimed
Marcus Quesenberry is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Tyler, TX. Marcus has been in the industry since 2021. Marcus is registered with the state of Texas as an investment advisor and is also registered with FINRA as a registered representative. Marcus holds the Series 7, Series 66, and SIE exams. Marcus has experience working with corporations, individuals, and trusts. Marcus is a member of the Raymond James Financial Services Advisors, Inc. team and has a strong commitment to providing excellent customer service.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/24/2022 - Present
Raymond James Financial Services Advisors, Inc. (Tyler TX)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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