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Alan Edward Marsh

Amuni Financial, Inc.

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About Alan Edward Marsh

Alan Edward Marsh is a registered representative of Amuni Financial, Inc. and has been in the securities industry since April 25, 2012. Alan is licensed to sell securities in 36 states and is also a registered investment advisor in Florida, Georgia, Louisiana and Maryland.

Firm Information

Alan Marsh is currently registered with Amuni Financial, Inc.. Amuni Financial, Inc., a corporation approved in 1980, provides financial planning services and portfolio management for individuals, businesses, and high-net-worth clients. The firm offers educational seminars and helps clients select other advisors. They are registered with the SEC and in 48 states.
Amuni Financial, Inc.

720 SECOND AVE S

ST PETERSBURG, FL 33701

$130.91M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial planning services available through clearing agent agreement

Financial planning services available through clearing agent agreement

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Marsh’s Registration & Firm History

FL

04/26/2023 - Present

Amuni Financial, Inc. (ST PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 01/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2020

Series 4 - Registered Options Principal Examination

BC

Issued 05/22/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/06/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2013

Series 52 - Municipal Securities Representative Examination

BC

Issued 04/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Edward Marsh.
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