Unclaimed
Marshall McIntosh has been in the financial industry since 1995 and is currently a registered representative with Pimco Investments LLC. Marshall holds a Series 7, Series 6, Series 24, and SIE licenses. Marshall has held previous positions at Allianz Global Investors Distributors LLC, Legg Mason Investor Services, LLC, Citigroup Global Markets Inc. and American Skandia Marketing, Inc. Marshall is registered to sell securities in 53 states.
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.
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.
1
2
NY
02/14/2011 - Present
Pimco Investments LLC (NEW YORK NY)
NY
08/31/2009 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
CT
12/01/2005 - 08/20/2009
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
06/28/1999 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
01/28/1997 - 06/11/1999
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
11/03/1995 - 12/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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