Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshelle? Claim Your ProfileMarshelle McLean Doran is a financial advisor with over 30 years of experience in the industry. She is currently registered with Robert W. Baird & Co. Inc., where she has worked since November 2014. Before joining Robert W. Baird, Marshelle was employed by MCADAMS WRIGHT RAGEN, INC. and WELLS FARGO INVESTMENTS, LLC. Marshelle holds several licenses and designations, including Series 7, 52, 55, 63, 65, and 53. Her experience covers a wide range of financial services, including investment management, financial planning, and portfolio management for businesses and individuals. Marshelle is committed to providing her clients with personalized and comprehensive financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
05/17/2001 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
CA
02/19/1993 - 05/14/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
WA
05/04/1987 - 02/02/1993
PUGET SOUND SECURITIES, INC. (SEATTLE WA)
IA
Issued 10/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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