Unclaimed
Markus James Pressdee is a financial advisor with over 15 years of experience in the industry. Markus is currently registered with Rothschild & Co. US Inc., a firm with a national scope of practice. Previously, Markus worked for Credit Suisse Securities (USA) LLC and UBS Securities LLC. Markus specializes in Investment Banking and is a licensed Series 7, 17, 24, 79TO and SIE.
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.
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.
1
2
NY
02/10/2020 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
09/07/2007 - 09/14/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CA
11/22/2005 - 07/16/2007
UBS SECURITIES LLC (LOS ANGELES CA)
BC
Issued 01/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/10/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2005
Series 17 - Limited Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Markus Pressdee is the right advisor for you? Invested Better is here to help.