Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Leonard Felker is an investment advisor representative with Ameriprise Financial Services, LLC. Marshall has been working in the financial services industry since January 8, 1996. Marshall is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Marshall is also registered to provide investment advisory services in the states of Arkansas, California, Colorado, Georgia, Iowa, Massachusetts, Mississippi, Montana, New Mexico, North Carolina, Oklahoma, Tennessee, Texas, Utah and Virginia. Marshall has a long and successful track record of providing financial advice to individuals, families and businesses. Marshall is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
TX
06/08/2021 - Present
Ameriprise Financial Services, LLC (Grapevine TX)
MN
10/03/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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