Unclaimed
Marcia Jones is a financial advisor at Benjamin F. Edwards & Company, Inc. in ST. LOUIS, Missouri. Marcia has been in the financial services industry since December 2009. Marcia holds the Series 7, Series 63, and Series 66 securities licenses. She is also registered in 25 states. Marcia specializes in financial planning, pension consulting, and portfolio management for both individuals 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.
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.
1
2
MO
08/17/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
LA
12/23/2009 - 08/22/2018
WELLS FARGO CLEARING SERVICES, LLC (SHREVEPORT LA)
BOTH
Issued 11/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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