Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Huddleston is an investment advisor representative with The Ameriflex Group. Marshall has been in the financial services industry since 1983. Prior to joining The Ameriflex Group, Marshall worked at Sagepoint Financial, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc.. Marshall specializes in providing financial planning, pension consulting, and investment advisory services to individuals, high net worth individuals, businesses, charitable organizations, and pension and profit sharing plans. Marshall is registered with the Securities and Exchange Commission (SEC), and the states of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Michigan, Nevada, New York, North Carolina, Oregon, Tennessee, Texas, Utah, and Washington.
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.
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
NV
01/02/2021 - Present
THE Ameriflex Group (LAS VEGAS NV)
CA
08/06/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
CA
11/01/2017 - 08/13/2020
CETERA ADVISOR NETWORKS LLC (FULLERTON CA)
CA
02/16/2012 - 11/01/2017
GIRARD SECURITIES, INC. (FULLERTON CA)
CA
06/25/1985 - 02/24/2012
HORNOR, TOWNSEND & KENT, INC. (FULLERTON CA)
NA
04/16/1984 - 07/15/1985
WESTLAKE SECURITIES, INC.
NA
06/20/1983 - 04/19/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/21/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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