Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjorie? Claim Your ProfileMarjorie Qualey is a financial advisor based in San Francisco, California. Marjorie has been working in the financial industry since 2004 and has a diverse background, having worked at Charles Schwab & Co., Inc., T. Rowe Price Investment Services, Inc., and First Republic Securities Company, LLC. Marjorie is currently employed by J.P. Morgan Securities LLC and specializes in providing financial planning, pension consulting, and portfolio management services to a variety of clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/29/2023 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
03/28/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
12/02/2004 - 09/24/2015
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
NA
06/18/1992 - 08/06/1993
T. ROWE PRICE INVESTMENT SERVICES, INC.
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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