Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Caldwell is a financial advisor with Voya Financial Advisors, Inc. with over 25 years of experience in the financial services industry. Marsha is currently registered with the state of Oregon. Marsha holds the Series 6, Series 63 and SIE licenses. Marsha has previously been registered with ING Financial Partners, Inc., ING Financial Advisers, LLC, and Aetna Investment Services, Inc. Marsha works with a wide range of clients, including individuals, corporations and charitable organizations, and is dedicated to providing personalized financial planning and investment management services to meet their unique needs.
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.
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.
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
OR
03/28/2014 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
OR
01/03/2011 - 08/12/2013
ING FINANCIAL PARTNERS, INC. (PORTLAND OR)
OR
09/07/2000 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (PORTLAND OR)
CT
05/11/1994 - 08/03/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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