Unclaimed
Marques Cormier is a financial advisor who has been in the industry since 2009. Currently, Marques is registered with HUB Investment Partners, LLC. Marques previously worked at SCOTTRADE, INC., TD AMERITRADE, INC., USAA FINANCIAL ADVISORS, INC., and CHASE INVESTMENT SERVICES CORP. Marques holds the Series 6, 7, 63, and 66 licenses. Marques is a board member of Foundation 99, which is a non-profit organization.
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.
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.
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.
1
2
TX
01/06/2022 - Present
HUB Investment Partners, LLC (Houston TX)
TX
08/20/2014 - 05/05/2016
SCOTTRADE, INC. (DALLAS TX)
TX
03/04/2013 - 08/18/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
07/16/2010 - 12/11/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/16/2009 - 06/16/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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