Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha May Alexis is an investment advisor representative with over 18 years of experience in the financial services industry. Marsha May Alexis is currently registered with Fidelity Personal AND Workplace Advisors, with a branch office in Boston, Massachusetts. Prior to that, Marsha May Alexis was registered with Raymond James Financial Services, Inc. and NYLIFE Securities LLC. Marsha May Alexis is licensed in 53 states and the District of Columbia and holds the following licenses: Series 6, Series 7, Series 63, Series 66, and SIE. Marsha May Alexis's current employment with Fidelity Personal AND Workplace Advisors is active in both Broker-Dealer and Investment Advisor capacities.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/24/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/25/2010 - 03/13/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/09/2003 - 11/25/2008
NYLIFE SECURITIES LLC (BROOKLYN NY)
BOTH
Issued 06/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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