Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Marshall is a financial advisor with Next Financial Group, Inc. George has been in the financial industry since 1988. George's registrations include Series 63, 66 and 7. George is also a FINRA Industry Arbitrator. George is experienced in portfolio management for individuals and businesses. He offers financial planning services, and conducts educational seminars.
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
NY
05/10/2021 - Present
Next Financial Group, Inc. (CLIFTON PARK NY)
PA
07/18/1990 - 11/15/2002
BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)
MA
02/08/1988 - 01/17/1989
TUCKER, ANTHONY & R. L. DAY, INC. (BOSTON MA)
NY
07/23/1986 - 03/16/1988
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 07/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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