Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Marquez is a financial advisor registered with Fidelity Personal and Workplace Advisors and has been in the financial services industry since 2019. Michael Edward Marquez's current registrations include Series 66 as well as Series 7TO and SIE . Michael Edward Marquez has passed 3 securities exams, including the Uniform Combined State Law Examination. Michael Edward Marquez is licensed in 26 states including Arizona, Texas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia, Washington and Wisconsin. Michael Edward Marquez was previously registered with MML Investors Services, LLC.
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.
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2
AZ
02/23/2023 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
AZ
05/25/2022 - 12/31/2022
MML INVESTORS SERVICES, LLC (Tucson AZ)
BOTH
Issued 11/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 5/4/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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