Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parrish? Claim Your ProfileParrish Malson is a financial advisor with over 30 years of experience in the financial services industry. Parrish holds a variety of licenses and designations, including Series 7, 24, 53, 63, and 65. Parrish is a Certified Financial Planner™ and is a registered representative of Mariner Independent. Parrish's primary focus is on providing investment advisory services through Mariner Independent Advisor Network LLC. Parrish is based in Redding, California.
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.
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.
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
CA
07/08/2016 - Present
Mariner Independent (Redding CA)
CA
10/31/2005 - 08/28/2009
SAGEPOINT FINANCIAL, INC. (REDDING CA)
AZ
11/23/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
12/26/1986 - 11/30/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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