Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Edelman is an investment advisor with over 30 years of experience in the financial services industry. He has worked with Thrivent Investment Management Inc. for over 25 years, and has been in the financial services industry since 1992. Marshall Edelman holds a Series 6, 63 and 65 license, and is registered with the states of Pennsylvania, South Carolina and Tennessee. Marshall Edelman specializes in individual and business financial planning.
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.
Personalized portfolio management to meet individual financial objectives.
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
PA
09/05/1996 - Present
Thrivent Investment Management Inc. (LEHIGHTON PA)
MN
09/02/1987 - 05/05/1992
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 12/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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