Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha McNeill is a financial advisor with Innovation Partners LLC. Marsha has been in the financial services industry since 1992. Marsha has a Series 6, Series 63, and Series 6TO licenses. Marsha specializes in financial planning, portfolio management for individuals and businesses, and consulting services to qualified retirement plans.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
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2
NC
01/01/2023 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
01/24/2020 - 12/31/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (VALLEY STREAM NY)
NC
02/19/2016 - 12/14/2017
INNOVATION PARTNERS LLC (CHARLOTTE NC)
NY
01/06/2012 - 03/24/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW YORK NY)
NY
07/30/2009 - 01/06/2012
WORLD GROUP SECURITIES, INC. (BROOKLYN NY)
NY
07/10/2002 - 08/10/2007
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
GA
04/12/2002 - 05/07/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/14/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
01/27/1997 - 04/22/1998
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/23/1996 - 12/31/1996
PFS INVESTMENTS INC. (DULUTH GA)
GA
12/22/1992 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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