Unclaimed
Marshal Champlin is a registered representative with MMA Securities LLC. Marshal has been in the financial industry since December 2023 and has previously worked at Edward Jones, Santee School District, and In-N-Out. Marshal holds a Series 66 license. Marshal is also an employee of Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC. Marshal conducts non-investment related business activities for MMA, which are not subject to broker-dealer licensing and registration requirements.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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2
CA
12/10/2024 - Present
MMA Securities LLC (San Diego CA)
Active
Inactive
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