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Michael Allen Marquez

Bessemer Investor Services, Inc.

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About Michael Allen Marquez

Michael Marquez is a financial advisor with Bessemer Investor Services, Inc. based in New York, NY. Michael has been in the securities industry since 2001 and has a broad range of experience in the financial services industry. Michael is licensed to provide investment advice in all 50 states.

Firm Information

Michael Marquez is currently registered with Bessemer Investor Services, Inc.. Bessemer Investor Services, Inc. is a Corporation that was formed on April 7, 1983. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Marquez’s Registration & Firm History

NY

11/17/2009 - Present

Bessemer Investor Services, Inc. (NEW YORK NY)

FL

10/01/2008 - 09/23/2009

J.P. MORGAN SECURITIES INC. (MIAMI FL)

FL

09/05/2001 - 10/01/2008

J.P. MORGAN SECURITIES INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 09/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/28/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Allen Marquez.
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