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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Parker Simmons is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC, registered with the state of Texas. Marshall has a Series 65 license and a Securities Industry Essentials Examination (SIE). Marshall has been in the financial services industry since 2016 and previously worked for Prosper Mullins Private Wealth Management and Cambridge Investment Research Advisors Inc. Marshall has experience in financial planning, pension consulting, and selection of other advisors. Marshall specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Marshall provides portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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TX
03/20/2023 - Present
Steward Partners Investment Advisory, LLC (DALLAS TX)
IA
Issued 8/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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