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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Elliott Marsh is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Statesboro, Georgia. Chris has been in the financial services industry since February 2020 and has a Series 7, Series 66, and SIE license. Chris has experience working with individuals, businesses, corporations, insurance companies, pension plans, state and municipal entities, and charitable organizations. Chris is also registered to provide investment advisory services in Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Kentucky, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Vermont, and Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
01/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STATESBORO GA)
GA
02/17/2020 - 08/16/2023
EDWARD JONES (STATESBORO GA)
BOTH
Issued 03/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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