Unclaimed
Marshall Dearden is a financial advisor registered with Ameritas Advisory Services, LLC, and has been in the financial services industry since 1988. Marshall has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Marshall is registered with the Securities and Exchange Commission (SEC) and holds licenses in several states.
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.
Solicitor fees
1
2
MD
11/01/2021 - Present
Ameritas Advisory Services, LLC (Laurel MD)
MD
08/31/2018 - 12/10/2018
HD VEST INVESTMENT SERVICES (LAUREL MD)
MD
04/17/2012 - 09/10/2018
AMERITAS INVESTMENT CORP. (BETHESDA MD)
MD
08/13/2008 - 04/10/2012
M&T SECURITIES, INC. (PIKESVILLE MD)
MD
09/17/2007 - 08/11/2008
PNC INVESTMENTS (REISTERSTOWN MD)
MD
06/07/2004 - 09/17/2007
MERCANTILE BROKERAGE SERVICES, INC. (REISTERSTOWN MD)
NE
10/31/2003 - 06/01/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
05/25/1988 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 03/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/14/2000
Series 4 - Registered Options Principal Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marshall Dearden is the right advisor for you? Invested Better is here to help.