Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Cruzan is a financial advisor who has been in the industry since August 24, 1996. Marsha is currently registered with U.S. Bancorp Investments, Inc., a financial services company with offices in Saint Paul, Minnesota. Marsha specializes in a variety of investment services, including portfolio management, financial planning and investment advisory. Marsha has a Series 63, Series 7, Series 9, Series 10 and Series 24 license. Marsha has previously worked at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc. and Banc One Capital Markets, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
10/26/2012 - Present
U.s. Bancorp Investments, Inc. (CHICAGO IL)
IL
10/01/2008 - 02/03/2012
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/01/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
12/13/1995 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
07/18/1989 - 07/26/1989
FIRST CHICAGO INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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