Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall William Bertoldi is a financial advisor with over 30 years of experience in the industry. Currently, Marshall is registered with Voya Financial Partners, LLC. Previously, Marshall has worked with VOYA INVESTMENTS DISTRIBUTOR, LLC, METLIFE INVESTORS DISTRIBUTION COMPANY, PHOENIX EQUITY PLANNING CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., CITISTREET EQUITIES LLC, MONY SECURITIES CORPORATION, INFINEX INVESTMENTS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., CHASE INVESTMENT SERVICES CORP., FIS SECURITIES, INC., TOWER SQUARE SECURITIES, INC., and METLIFE SECURITIES INC.. Marshall holds a variety of licenses and designations including Series 6, Series 7, Series 24, Series 26, Series 63, and Series 66. Marshall is registered with the state of Connecticut and the FINRA.
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.
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2
CT
05/01/2019 - Present
Voya Financial Partners, LLC (WINDSOR CT)
CT
04/29/2014 - 04/01/2019
VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)
CT
08/31/2010 - 04/08/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
CT
02/04/2009 - 04/27/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
01/03/2007 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
11/30/2005 - 01/03/2007
METLIFE SECURITIES INC. (WALLINGFORD CT)
CT
11/30/2005 - 01/03/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALLINGFORD CT)
NJ
05/24/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
05/28/2003 - 05/28/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
09/12/2001 - 01/15/2003
INFINEX INVESTMENTS, INC. (MERIDEN CT)
FL
06/25/2001 - 09/17/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CT
01/18/2000 - 06/19/2001
INFINEX INVESTMENTS, INC. (MERIDEN CT)
IL
05/12/1999 - 01/14/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
01/17/1997 - 05/05/1999
FIS SECURITIES, INC. (BOSTON MA)
CA
03/27/1996 - 01/22/1997
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
03/18/1987 - 02/14/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/10/1987 - 02/14/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/14/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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