Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Holt Gilman is a financial advisor with Onyx Bridge Wealth Group LLC. Marshall has been in the financial services industry since 1993. He has held licenses with several firms, including Park Avenue Securities LLC, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Marshall is a Registered Investment Advisor (RIA) in New York. He is a Chartered Financial Consultant and holds Series 6, 7, 63 and 65 licenses. Marshall specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting.
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.
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2
NY
10/13/2022 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
03/22/2017 - 08/10/2018
PURSHE KAPLAN STERLING INVESTMENTS (Hauppauge NY)
TN
10/07/2013 - 03/14/2017
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NY
09/08/2004 - 10/09/2013
PARK AVENUE SECURITIES LLC (WOODBURY NY)
WI
11/01/1995 - 09/02/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/01/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
08/26/1993 - 10/05/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/26/1993 - 10/05/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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