Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Lynn Adkins is an investment advisor representative with Raymond James & Associates, Inc. with 26 years of experience in the financial industry. Marsha has a series 63, 66, 7, and SIE. Marsha has been registered with Raymond James & Associates, Inc. since 2014 and was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 20 years. She has been registered as an investment advisor in the state of West Virginia since 2014. Marsha is a well-respected professional in the financial services industry and has a strong track record of success. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
WV
04/07/2014 - Present
Raymond James & Associates, Inc. (HUNTINGTON WV)
WV
05/26/1992 - 03/25/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTINGTON WV)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1992
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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