Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Cantrell is a registered investment advisor representative with Osaic Wealth, Inc., a firm with over 43,000 clients and $94.56 billion in assets under management. Marsha has been in the financial services industry since 2002 and has held licenses in multiple states. She currently holds licenses in Oklahoma, Montana, and Mississippi. Marsha has specialized in advising clients on a range of topics, including financial planning, portfolio management, and retirement planning. In addition to her work with Osaic Wealth, Marsha is also a licensed insurance agent and a consultant for Oklahoma Retirement Consultants.
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.
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.
A percentage of the total value of assets under management is charged.
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OK
09/01/2023 - Present
Osaic Wealth, Inc. (BROKEN ARROW OK)
OK
01/03/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BROKEN ARROW OK)
OK
05/20/2010 - 12/23/2011
MULTI-FINANCIAL SECURITIES CORPORATION (BROKEN ARROW OK)
OK
01/17/2007 - 01/20/2009
PRIMEVEST FINANCIAL SERVICES, INC. (WOODWARD OK)
OK
08/12/2006 - 01/17/2007
BANCWEST INVESTMENT SERVICES, INC. (PONCA CITY OK)
OK
03/05/2002 - 08/12/2006
INVEST FINANCIAL CORPORATION (TULSA OK)
IA
Issued 02/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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