Focus: Insurance Strategies, Investment Strategies
Waldemar Marquez, LUTCF, graduated from Interamerican University of Puerto Rico with a Bachelor’s degree in Marketing.
He started his career in the insurance and financial industry 17 years ago with Franklin Life Insurance. In 2003, he was appointed Brokerage Director with MassMutual, and by 2007, he was appointed Sales Manager.
Marquez obtained the designation LUTCF (Life Underwriter Training Council Fellow) in 2004, and attained Series 6 registration, allowing him to offer securities and investment advisory to his clients.
He received the recognition “Management Council Award” in 2012. He was also recognized in “Sales Manager Summit” in 2009, 2010, 2011 and 2012.
Currently, Marquez is a Member of the National Association of Insurance Agents and Financial Advisors (NAIFA).
Check the background of this investment professional on FINRA’s BrokerCheck
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