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Marques D

CFP®, Series 66

Santa Monica, CA

FIFTH THIRD SECURITIES, Inc.

Marques Dickson is a CFP® professional with 12 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held positions at several firms, including Ameriprise Financial Services, City National Securities, and Wells Fargo Advisors. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various managed account programs and portfolio management options tailored to clients' risk profiles.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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