Unclaimed
Logan A. Marshall is a financial advisor with Alliancebernstein LP in Nashville, TN. Logan has been working in the financial industry since December 2013. Logan holds a Series 7, Series 9, Series 10, Series 66, and SIE licenses. Logan is registered in Tennessee and other states including Illinois, Indiana, Iowa, Kansas, Maine, Missouri, Nebraska, South Dakota.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
05/30/2019 - Present
Alliancebernstein LP (Nashville TN)
FL
12/21/2013 - 05/21/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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