Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Ellison is a financial advisor with over 5 years of experience in the financial services industry. Marshall is registered with the state of Florida and Virginia as an Investment Advisor Representative. He is also registered with FINRA as a Registered Representative. Marshall holds the Series 63, 65 and 6TO licenses as well as the SIE exam. Marshall is affiliated with Florida Financial Advisors, LLC, and also works with Tristate Financial Advisors. Marshall specializes in providing financial planning, investment management, and selection of other advisers for individuals and businesses.
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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
09/23/2022 - Present
Florida Financial Advisors, LLC (Miami Lakes FL)
BC
Issued 05/25/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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