Jose MarquesCRD Number: 5444170
Current Firm: Strategic Advisers, Inc.
Jose Marques (CRD# 5444170) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tampa, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Fidelity Investments||Tampa, FL||Sep 2015 - Current||2|
|Planmember Securities Corporation||Carpinteria, CA||Sep 2012 - Sep 2015||3|
|Suntrust||Tallahassee,, FL||May 2014 - May 2014||< 1|
|Cellular Sales||Casselberry, FL||Nov 2007 - Dec 2012||5|
|Ameriprise Financial Services Inc.||Orlando, FL||Oct 2007 - Feb 2008||< 1|
|Payment Alliance||Orlando, FL||Aug 2007 - Sep 2007||< 1|
|Cellular Sales||Tallahassee, FL||Jan 2007 - Aug 2007||< 1|
|Florida State University||Tallahassee, FL||Aug 2005 - Aug 2007||2|
|Capital Insurance||Tallahassee, FL||May 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
|S63||Uniform Securities State Law Examination||Jul 2015|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV