Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Moore Limbaugh is a financial advisor with over 45 years of experience in the industry. Marsha has a variety of licenses and registrations, including Series 63, Series 66, Series 7, Series 8, Series 9, Series 10, Series 5, Series 15, and SIE. Marsha is currently registered with Wells Fargo Clearing Services, LLC, where she provides investment consulting services to institutional clients, financial planning services, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Prior to joining Wells Fargo Clearing Services, LLC, Marsha was a financial advisor with A. G. Edwards & Sons, INC., Shearson Lehman Brothers Inc., and Reinholdt & Gardner Incorporated.
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.
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.
Investment consulting services to institutional clients
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
MO
04/11/2012 - Present
Wells Fargo Clearing Services, LLC (CAPE GIRARDEAU MO)
MO
06/02/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CAPE GIRARDEAU MO)
NA
01/29/1979 - 06/16/1986
SHEARSON LEHMAN BROTHERS INC.
NA
11/15/1977 - 01/26/1979
REINHOLDT & GARDNER INCORPORATED
NA
03/01/1977 - 05/15/1977
EPPLER, GUERIN & TURNER, INC.
BOTH
Issued 05/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/02/1978
PC - AMEX Put and Call Exam
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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