Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Werner is a financial advisor with over 40 years of experience in the industry. Currently registered with Raymond James & Associates, Inc., Marsha has held previous roles at J.P. MORGAN SECURITIES LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., PAINEWEBBER INCORPORATED, DREXEL BURNHAM LAMBERT INCORPORATED, and ISFA CORPORATION. Marsha has a broad range of experience, having worked with individuals, corporations, high-net-worth clients, pension and profit-sharing plans, and insurance companies. Marsha is licensed and registered to offer advisory services in various states, including Florida, Illinois, Texas, and others.
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.
Please see note in schedule d - miscellaneous
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
FL
09/21/2023 - Present
Raymond James & Associates, Inc. (TAMPA FL)
IL
09/09/2011 - 09/26/2014
J.P. MORGAN SECURITIES LLC (NORTHBrook IL)
IL
06/01/2009 - 09/30/2011
MORGAN STANLEY SMITH BARNEY (BARRINGTON IL)
IL
04/24/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
NJ
12/02/1986 - 05/15/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/05/1983 - 12/10/1986
DREXEL BURNHAM LAMBERT INCORPORATED
NA
01/03/1983 - 11/22/1983
ISFA CORPORATION
IA
Issued 10/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1984
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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