Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Kelley has been an active investment advisor representative since March 2003 and has held various positions at Primerica Financial Services and PFS Investments Inc. Marshall is registered to provide investment advice in Indiana, Texas and several other states. Marshall has also passed various licensing exams and holds the Series 6, Series 26, Series 63 and Series 65 licenses. Marshall is a certified signing agent and notary public and has provided other non-investment related services such as driving for Uber.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
02/23/2023 - Present
PFS Investments Inc. (GOSHEN IN)
IA
Issued 06/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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