Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Braedon Long is a financial advisor who has been in the industry since December 2008. Marshall is currently registered with Wealth Enhancement Advisory Services, LLC and has held previous positions with CETERA ADVISOR NETWORKS LLC. Marshall holds a Series 7, Series 63, and SIE licenses. Marshall is also a Certified Financial Planner. Marshall specializes in providing financial advice and services to individuals, businesses, and charitable organizations. Marshall is committed to providing his clients with personalized financial advice and guidance that is tailored to their specific needs.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NC
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (CHARLOTTE NC)
NC
12/16/2008 - 12/02/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
BC
Issued 02/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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