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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Thorne is an Investment Advisor Representative with Morgan Stanley. Marsha has been working in the securities industry for 21 years. Marsha has a combined state law license and holds the Series 66, Series 63, Series 7 and SIE licenses. Marsha has worked at several firms over the past two decades including First Citizens Investor Services, Inc. and Wells Fargo Advisors, LLC. Marsha is registered in 54 states and the District of Columbia for both Broker-dealer and Investment Advisor activities.
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
NC
04/23/2020 - Present
Morgan Stanley (Charlotte NC)
NC
08/31/2015 - 09/11/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (CHARLOTTE NC)
NC
12/17/2014 - 08/24/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
OH
03/01/2007 - 07/17/2014
WUNDERLICH SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
11/11/2005 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (MAYFIELD HEIGHTS OH)
CT
10/14/2005 - 12/09/2005
ADVEST, INC. (HARTFORD CT)
OH
10/07/2002 - 03/15/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
12/12/2000 - 10/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
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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