Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Dodge is a financial advisor with Park Avenue Securities LLC. Marshall has been working in the financial services industry since 2006 and is licensed in 21 states. Marshall has a strong background in financial planning and portfolio management. Marshall has been with Park Avenue Securities LLC since 2018 and provides financial planning, educational seminars and selection of other advisers. Marshall is licensed to provide investment advice in 21 states including California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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
MA
04/27/2021 - Present
Park Avenue Securities LLC (NEEDHAM MA)
MA
02/05/2009 - 07/16/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
10/24/2006 - 02/12/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
02/09/2006 - 08/03/2006
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 12/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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