Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Lundvall is a financial advisor at Morgan Stanley with over 20 years of experience in the industry. Marsha is registered with the state of Connecticut and Texas to provide both investment advisory and brokerage services. Marsha has experience with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, investment companies, pension and profit-sharing plans, state or municipal government entities, and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
02/24/2020 - Present
Morgan Stanley (Fairfield CT)
NJ
09/03/1998 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
05/13/1998 - 12/23/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
06/20/1997 - 01/22/1998
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
03/18/1997 - 06/09/1997
FIRST ALBANY CORPORATION (NEW YORK NY)
NJ
01/28/1995 - 03/18/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/15/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 11/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marsha Lundvall is the right advisor for you? Invested Better is here to help.
