Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall David Serwitz is a financial advisor affiliated with Cerity Partners LLC. Marshall has been in the industry since February 1990. Marshall is registered with the state of California and holds the Series 7, Series 24, and Series 63 licenses. Marshall was previously affiliated with INVESTMENT ARCHITECTS, INC. and SULLIVAN & SERWITZ. Marshall is licensed to provide advisory services including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. Cerity Partners LLC is a financial advisor that manages 80.6 Billion dollars in assets. The firm provides financial planning, pension consulting, and portfolio management services to individual and institutional clients.
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.
Tax services; bill pay
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 calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/16/2020 - Present
Cerity Partners LLC (Los Altos CA)
NA
02/13/1990 - 04/01/1992
INVESTMENT ARCHITECTS, INC.
BC
Issued 04/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1990
Series 24 - General Securities Principal Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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