Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nathanael Marshall is a registered representative with Fidelity Brokerage Services LLC. He is licensed in all 50 states and has a background in both securities and investment advisory services. David's focus is on helping individuals and families achieve their financial goals. He is committed to providing personalized service and working with clients to develop a comprehensive financial plan. He holds a Series 7, 9, 10, 63 and SIE licenses. He is also a member of FINRA.
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.
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.
1
2
NH
10/25/2021 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 11/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David Marshall is the right advisor for you? Invested Better is here to help.
