Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marquetta? Claim Your ProfileMarquetta Stratton is a financial advisor with D.a. Davidson & Co. with over 29 years of experience in the financial services industry. Marquetta is a registered representative with FINRA and has a license to sell securities in 16 states. Marquetta is also an investment advisor representative with the state of Oregon. Marquetta has passed several industry exams including Series 7, Series 8, Series 9, Series 10, Series 63, and Series 66. Marquetta has worked with Morgan Stanley, Citigroup Global Markets Inc., and Lehman Brothers Inc. Marquetta specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Marquetta is located in Medford, Oregon and can be reached at D.a. Davidson & Co.'s branch office located at 3210 HILLCREST PARK DRIVE, SUITE 200.
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.
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2
OR
10/25/2022 - Present
D.a. Davidson & Co. (MEDFORD OR)
OR
06/01/2009 - 08/24/2021
MORGAN STANLEY (Medford OR)
OR
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDFORD OR)
NY
01/04/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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