Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marquette? Claim Your ProfileMarquette Jacques Reed is a financial advisor with D.a. Davidson & Co., located in Klamath Falls, OR. Marquette has been in the financial industry since September 26, 2003. Marquette holds Series 6, 7, 26, and 63 licenses and the SIE designation. Marquette has a history of working with various firms including Alliance-One Investments, LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cetera Advisors LLC, USAA Investment Services Company, USAA Financial Advisors, Inc., T. Rowe Price Investment Services, Inc., OppenheimerFunds Distributor, Inc., Royal Alliance Associates, Inc., Citigroup Global Markets Inc., Citicorp Investment Services, and Signator Investors, Inc.
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
06/18/2024 - Present
D.a. Davidson & Co. (KLAMATH FALLS OR)
OK
08/02/2023 - 06/17/2024
ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)
NV
12/02/2021 - 06/24/2022
CETERA ADVISOR NETWORKS LLC (RENO NV)
IL
12/02/2021 - 06/24/2022
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
12/02/2021 - 06/24/2022
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
NV
03/08/2021 - 06/24/2022
CETERA ADVISORS LLC (RENO NV)
CO
06/08/2020 - 12/02/2020
USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)
CO
03/19/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
10/18/2018 - 02/25/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
CO
08/14/2018 - 08/22/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CA
11/06/2013 - 03/02/2018
ROYAL ALLIANCE ASSOCIATES, INC. (ANAHEIM HILLS CA)
CA
05/29/2007 - 12/08/2011
CITIGROUP GLOBAL MARKETS INC. (PLACENTIA CA)
CA
04/28/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (ORNAGE CA)
MA
08/11/1999 - 02/16/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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