Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Caso Marshall is a financial advisor with Next Financial Group, Inc., with over 20 years of experience in the financial services industry. Antonio is currently registered with the state of Maryland as an Investment Advisor Representative. Antonio holds the Series 66 and Series 7 licenses and the SIE examination. Antonio is dedicated to providing personalized financial planning services to individuals, businesses, and families. Antonio offers a variety of financial services, including retirement planning, college savings, and estate planning. Antonio also provides insurance products, such as fixed annuities, life/health, and long-term care.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
MD
01/17/2014 - Present
Next Financial Group, Inc. (CANTONSVILLE MD)
MD
05/15/2002 - 07/23/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HUNT VALLEY MD)
MN
05/15/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Antonio Marshall is the right advisor for you? Invested Better is here to help.
