Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randi? Claim Your ProfileRandi Marsh is a registered investment advisor representative with Bankers Life Advisory Services, Inc., a firm with over 13,000 clients and over $1 billion in assets under management. Randi has been in the industry since 2015 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Randi offers a range of services to clients, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
CA
09/08/2022 - Present
Bankers Life Advisory Services, Inc. (Roseville CA)
CA
12/21/2015 - 07/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
BOTH
Issued 02/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Randi Marsh is the right advisor for you? Invested Better is here to help.
