Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marquette? Claim Your ProfileMarquette D Smith is a financial advisor at Fidelity Personal And Workplace Advisors in SCHAUMBURG, Illinois. Marquette has been in the industry since April 2023. Marquette is registered with both FINRA and the Securities and Exchange Commission (SEC) and holds Series 7TO, SIE, 63 and 65 licenses. Marquette is registered to offer investment advisory services in 24 states and the District of Columbia. Marquette specializes in providing investment advice to individuals and businesses. Marquette offers a range of financial planning services, including retirement planning, college savings planning, and estate planning. Marquette is committed to providing personalized financial advice to help clients 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.
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.
1
2
IL
07/18/2024 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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