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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marquita? Claim Your ProfileMarquita Hylton is a financial advisor with Fidelity Personal And Workplace Advisors. Marquita has been in the financial services industry since April 2011 and has extensive experience in the field. Marquita holds a Series 6, 7TO and 63 license. Marquita is a Certified Financial Planner™ professional and specializes in retirement planning, education planning, wealth management, insurance and estate planning. Marquita also holds an active Series 65 license and provides investment advisory services. Marquita has worked for SECU Brokerage Services, Credit Union Investment Services, Members Trust Company, SECU Life Insurance Company and Fidelity Brokerage Services.
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
NC
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
NC
03/17/2011 - 06/25/2020
SECU BROKERAGE SERVICES (RALEIGH NC)
IA
Issued 10/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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