Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg William Marsh is a financial advisor with over 17 years of experience in the financial services industry. Gregg has worked with a variety of clients, including individuals, families, corporations, and charitable organizations. Gregg's expertise includes financial planning, investment management, and retirement planning. Gregg is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Prior to joining TIAA, Gregg worked with Jackson National Life Distributors LLC and Invest Financial Corporation. Gregg holds the Series 6, 7, 63, and 65 licenses. He is also a Registered Representative of FINRA and is registered with the state of Colorado as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
08/29/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
01/16/2014 - 05/02/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
WI
02/02/2012 - 01/14/2014
INVEST FINANCIAL CORPORATION (APPLETON WI)
CO
09/26/2008 - 02/01/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
NE
06/12/2001 - 01/25/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
01/06/2000 - 08/07/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregg Marsh is the right advisor for you? Invested Better is here to help.
