Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gyasi? Claim Your ProfileGyasi Marshall is an investment advisor representative with 401k Generation, based in Altamonte Springs, FL. Gyasi has been in the industry since June 2015. Gyasi is registered with the state of Florida as an investment advisor representative. Gyasi has passed the Series 6 and Series 65 exams and the Securities Industry Essentials Exam. Prior to joining 401k Generation, Gyasi worked at PFS Investments Inc. Gyasi specializes in providing investment advice to individuals, corporations, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3 (16) services
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
FL
03/07/2017 - Present
401k Generation (ALTAMONTE SPRINGS, FL)
FL
06/04/2015 - 12/31/2016
PFS INVESTMENTS INC. (ORLANDO FL)
IA
Issued 01/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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