Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshal? Claim Your ProfileMarshal McReal is a registered investment advisor representative with Garde Capital, Inc. Marshal has been a registered representative since 1985. Marshal specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies. Prior to joining Garde Capital, Inc., Marshal held positions at Goldman, Sachs & Co., Citigroup Global Markets Inc., Oppenheimer & Co., Inc., and Drexel Burnham Lambert 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.
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
WA
08/10/2009 - Present
Garde Capital, Inc. (SEATTLE WA)
NY
07/20/2006 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
WA
08/31/1990 - 07/28/2006
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
NY
05/01/1989 - 09/12/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
04/23/1985 - 05/17/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/06/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1985
Series 5 - Interest Rate Options Examination
Active
Inactive
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