Unclaimed
Marshal Barnes is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Reno, Nevada. Marshal has been in the financial industry since July 2017. Marshal has held previous positions with Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marshal is licensed to sell securities in California and Nevada. Marshal is also registered as an Investment Advisor Representative in Nevada. Marshal has a Series 7, Series 66 and SIE license.
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.
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2
NV
08/24/2022 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
NV
01/26/2018 - 08/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)
NV
07/12/2017 - 01/17/2018
EDWARD JONES (Reno NV)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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