Unclaimed
Marques Pardue is a financial advisor with J.P. Morgan Securities LLC, a well-established firm with a broad range of financial services. Marques is a seasoned professional with extensive experience in the financial industry, having worked with several firms including Transamerica Financial Advisors, Inc. and AXA Advisors, LLC. Marques has a strong track record of providing personalized financial advice to a diverse clientele, ranging from high-net-worth individuals to corporations and charitable organizations. Marques' expertise encompasses various financial planning aspects, including investment management, retirement planning, and estate planning. Marques is committed to building long-term relationships with clients and providing them with the guidance and support they need to achieve their financial goals.
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
11/21/2023 - Present
J.p. Morgan Securities LLC (SONOMA CA)
CA
05/23/2017 - 07/13/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (AGOURA HILLS CA)
FL
03/10/2015 - 05/28/2015
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
CA
02/14/2014 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (GLENDALE CA)
CA
03/04/2013 - 11/12/2013
AXA ADVISORS, LLC (WOODLAND HILLS CA)
BC
Issued 11/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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