Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Rae Johnson is a financial advisor with over 40 years of experience in the industry. Marsha is a registered representative of Morgan Stanley, where Marsha has been employed since 2009. Prior to joining Morgan Stanley, Marsha was employed by Citigroup Global Markets Inc. from 1993 to 2009. Marsha's previous employers also include Lehman Brothers Inc. and Bache Halsey Stuart Shields Incorporated. Marsha is registered to provide investment advisory services in 53 states and the District of Columbia. Marsha is also registered to provide broker-dealer services in 53 states and the District of Columbia. Marsha has obtained a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE licenses. Marsha provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
04/02/2020 - Present
Morgan Stanley (TOMS RIVER NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NY
02/05/1981 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/16/1977 - 03/02/1981
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
09/01/1976 - 09/16/1977
BACHE HALSEY STUART INC.
BC
Issued 01/20/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1981
PC - AMEX Put and Call Exam
BC
Issued 08/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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