Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Keith Marshall is a financial advisor with over 30 years of experience in the securities industry. Michael is currently registered with I-Bankers Securities, Inc. in Fairfield, CT. Michael has held prior roles with I-Bankers Direct, LLC, The Northstar Group, Inc., Needham & Company, LLC, and Salomon Brothers Inc. Michael is a Series 7, Series 24, Series 63, and SIE licensed professional. Michael is currently registered in Arizona, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, New Jersey, and New York.
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
12/15/2014 - Present
I-Bankers Securities, Inc. (Fairfield CT)
NY
07/21/2014 - 12/27/2018
I-BANKERS DIRECT, LLC (NEW YORK NY)
CT
01/26/2009 - 04/25/2013
THE NORTHSTAR GROUP, INC. (GREENWICH CT)
NY
04/19/2002 - 06/02/2008
NEEDHAM & COMPANY, LLC (NEW YORK NY)
NY
11/27/1978 - 01/04/1997
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 06/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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