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Margaret Janese Marshall

Franklin Distributors, LLC

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About Margaret Janese Marshall

Margaret Janese Marshall is a financial professional with over 30 years of experience in the financial services industry. Margaret is currently registered with Franklin Distributors, LLC. Margaret has a broad range of experience, having held positions at several firms including Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., and Templeton/Franklin Investment Services, Inc. Margaret has demonstrated a strong commitment to professional development, holding licenses and certifications including Series 65, Series 63, Series 24, Series 99TO, SIE and Series 7.

Firm Information

Margaret Marshall is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Margaret Marshall’s Registration & Firm History

NY

07/07/2021 - Present

Franklin Distributors, LLC (New York NY)

NV

03/26/2007 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (LAS VEGAS NV)

CA

12/05/2012 - 08/30/2013

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

CA

03/23/2000 - 03/26/2007

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)

CA

09/14/1992 - 04/04/2000

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 08/21/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Janese Marshall.
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