Marc Walter Baquerizo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  Raymond James Financial Services
  Raleigh, NC
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC

Other Businesses

(1)Name of Business: Wealth Management Financial Group Address: 8398 Six Forks Rd Ste 204, Raleigh, NC, 27615, United States Activity Type: Support Company - Owner Position/Title: Other, Independent Contractor, Officer - President Investment Related: No Start Date: 07/08/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I completely run the business and control 100% of all activity

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-02-13