Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshal? Claim Your ProfileMarshal David Baggett is a financial advisor with Osaic Wealth, Inc. based in LAKE CHARLES, LA. Marshal has been in the financial industry since 1988 and is registered in Louisiana and Texas. He is also a Certified Financial Planner. Marshal's previous experience includes working for Securities America, Inc. and New England Securities. His firm provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
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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2
LA
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE CHARLES LA)
LA
07/09/1992 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE CHARLES LA)
NY
01/02/1989 - 05/07/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/18/1987 - 12/13/1988
EQUICO SECURITIES, INC.
NA
12/18/1987 - 12/13/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 02/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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