Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Watanabe is an investment advisor representative affiliated with PFS Investments Inc. Marshall has been in the industry since July 5, 2016. Marshall is registered in Illinois, Indiana and Wisconsin. Marshall holds the Series 6, Series 63, Series 65 and Series 26 securities licenses. Marshall has a current registration with the state of Illinois and is actively registered in Illinois and Iowa. Marshall specializes in providing portfolio management services for individuals.
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
IA
08/30/2016 - Present
PFS Investments Inc. (HIAWATHA IA)
IA
Issued 08/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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