Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlon? Claim Your ProfileMarlon Elvin Somersall is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Marlon has been in the financial services industry since February 2008 and has experience with a variety of firms, including Morgan Stanley & Co. Incorporated, Colonial Brokerage, Inc., and Bank of America Investment Services, Inc. Marlon has a diverse client base including high-net-worth individuals, corporations, and charitable organizations. Marlon's focus is on providing investment advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
10/10/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
07/19/2017 - 09/28/2017
NATIONAL SECURITIES CORPORATION (ATLANTA GA)
GA
03/21/2014 - 09/17/2015
WELLS FARGO ADVISORS, LLC (DUNWOODY GA)
GA
01/03/2014 - 03/13/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)
GA
11/03/2010 - 01/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
GA
12/03/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
NY
06/18/2008 - 11/04/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
GA
06/15/2006 - 12/05/2007
COLONIAL BROKERAGE, INC. (DUNWOODY GA)
MA
12/16/2004 - 05/05/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MN
07/21/2004 - 09/28/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/21/2004 - 09/28/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
12/04/2002 - 07/08/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
10/24/2000 - 02/27/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marlon Somersall is the right advisor for you? Invested Better is here to help.
