Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Leann Gunn is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gunn has been in the industry since January 27, 2000. Gunn is licensed in 26 states for both broker-dealer and investment advisor activities. Gunn holds the Series 7 and Series 66 licenses and the SIE exam. Gunn has a history of working with clients including individuals, high-net-worth individuals, corporations, pension plans, and insurance companies. Gunn also is a board member of the Elks Lodge 394 and has a family-held construction company.
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
MT
05/06/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BILLINGS MT)
MT
01/28/2000 - 04/14/2008
UBS FINANCIAL SERVICES INC. (BILLINGS MT)
BOTH
Issued 02/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities 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
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