Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Herman Marshall is an investment advisor representative at Packerland Brokerage Services, Inc., with a career in the financial services industry spanning over 35 years. Fred is also a registered representative in 12 states and an investment advisor representative in 9 states. Fred specializes in portfolio management for individuals and provides financial planning, pension consulting, educational seminars, and selection of other advisors. Fred previously worked at Harbour Investments, Inc. and MetLife Securities Inc. Fred has passed the Series 7, 6, 63, 65 and SIE exams and holds the Chartered Financial Consultant designation. Fred is also a licensed insurance agent and has worked with various insurance companies.
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.
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.
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2
WI
12/16/2005 - Present
Packerland Brokerage Services, Inc. (MADISON WI)
WI
02/15/2005 - 12/07/2005
HARBOUR INVESTMENTS, INC. (MADISON WI)
MA
03/04/1988 - 01/20/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/04/1988 - 01/20/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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