Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Gans Dunbar is a financial advisor who has been in the industry since 1985. Marsha is currently registered with Raymond James Financial Services Advisors, Inc., where she has been working since 2010. She holds Series 7, Series 24, Series 27, Series 53 and Series 63 licenses. Marsha has a strong background in financial planning, portfolio management for individuals and businesses, pension consulting, and other advisory services. She also provides educational seminars and consultations. Marsha has previously worked with other firms, including ANB Financial Group, LLC, UVEST Financial Services Group, Inc., Wachovia Securities, Inc., Llama Company, Bear, Stearns & Co. Inc., Becker Paribas Incorporated, and Sutro & Co. Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
08/26/2010 - Present
Raymond James Financial Services Advisors, Inc. (FAYETTEVILLE AR)
AR
04/04/2003 - 07/22/2008
ANB FINANCIAL GROUP, LLC (FAYETTEVILLE AR)
NC
05/10/2002 - 05/08/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
09/10/1998 - 11/30/1999
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
AR
05/20/1993 - 04/08/1998
LLAMA COMPANY (FAYETTEVILLE AR)
NY
06/22/1984 - 08/31/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
05/14/1984 - 05/31/1984
BECKER PARIBAS INCORPORATED
NA
01/21/1982 - 04/11/1984
SUTRO & CO. INCORPORATED
IA
Issued 08/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/19/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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