Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Marc Weinberg is a financial advisor with over 20 years of experience. Marshall is registered with LPL Financial LLC and has been with the firm since 2016. Prior to joining LPL Financial, Marshall was a financial advisor at Raymond James Financial Services, Inc., where he worked for 13 years. Marshall holds the Series 63, Series 7 and SIE licenses. Marshall Weinberg is also registered as an Investment Advisor Representative in Ohio.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/06/2016 - Present
LPL Financial LLC (MASSILLON OH)
OH
08/21/2002 - 05/09/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (MASSILLON OH)
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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