Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Marsi is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Edward has been in the industry since February 17, 2013. He is licensed in New Hampshire and Texas. Prior to working for Merrill Lynch, Pierce, Fenner & Smith Inc., Edward worked at TD Ameritrade, Inc. Edward holds the Series 7, SIE and Series 66 licenses. Edward has experience working with high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, charitable organizations, state and municipal government entities, insurance companies, and banking or thrift institutions.
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
NH
02/22/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER NH)
NH
02/18/2013 - 01/11/2021
TD AMERITRADE, INC. (MANCHESTER NH)
BOTH
Issued 03/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2013
Series 7 - General Securities Representative 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
Not sure Edward Marsi is the right advisor for you? Invested Better is here to help.
