Alexandra Márquez
LPL Financial Advisor
LPL Financial
at PenFed Wealth Management
Office number: 787-307-1074
Mobile: 787-438-3084
Email: Alexandra.Marquez@PenFedWealth.com
Located in: Guaynabo, PR
Covers: Puerto Rico
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One of my main goals is to make your money work for you by creating a simplified financial roadmap.
I help individuals and families at PenFed Credit Union in Puerto Rico seek their financial goals by creating realistic and detailed financial plans. I am deeply committed to provide excellent service that can improve my client's lives by providing the right path for their unique circumstances.
I have been in the Financial Industry since 2007, enjoy helping individuals work toward their goals. My services include, but are not limited to: Retirement Services, Wealth Management, Insurance & Estate goals, Lifetime Income Strategies and College Funding.
I am FINRA series 7, 24 and 66 registered with LPL Financial, Life, Health & Annuity Licensed.
I am a Registered Representative of LPL Financial, member FINRA/SIPC. I am also a licensed insurance agent.
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
Alexandra Márquez is a financial advisor with LPL Financial.
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*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.