Unclaimed
Marshall McGowan is a financial professional with over 15 years of experience in the industry. Marshall is currently registered with Northwestern Mutual Investment Services, LLC and has been in this role since July 2008. Marshall has a Series 6, Series 7, Series 63, and SIE licenses. Marshall is registered in 25 states and is located in San Diego, California. Marshall was previously with State Farm VP Management Corp. in Bloomington, Illinois. Marshall is committed to providing clients with personalized financial advice and solutions.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
07/15/2008 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
IL
08/06/2007 - 06/03/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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