Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Meier is a registered representative with Bofa Securities, Inc. with over 20 years of experience in the financial services industry. Marshall has been registered with Bofa Securities, Inc. since May 2019. Previously, Marshall was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Robinson Humphrey, Inc., SouthTrust Securities, LLC, First Union Securities, Inc. and Wachovia Securities, Inc. Marshall holds FINRA Series 7, Series 63 and Series 79TO licenses. Marshall is located in the Nashville office of Bofa Securities, Inc.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
TN
05/10/2019 - Present
Bofa Securities, Inc. (NASHVILLE TN)
TN
09/13/2012 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
TN
11/17/2008 - 08/17/2012
SUNTRUST ROBINSON HUMPHREY, INC. (NASHVILLE TN)
GA
09/12/2005 - 08/28/2008
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
AL
01/15/2003 - 01/07/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
MO
10/15/2001 - 03/22/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/21/1999 - 10/15/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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