Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrew Marsh is an investment advisor representative with Fidelity Personal And Workplace Advisors. Robert has been in the industry since 1993 and is currently registered with the state of Indiana and Texas. Robert has a broad range of experience working with clients in the state of Kentucky, Michigan, Ohio, and other states. Robert is also a Series 24 principal and holds the Series 6, 7, and 63 securities licenses. Robert is a financial planning specialist with experience in portfolio management for businesses and individuals, as well as providing 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.
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
MA
03/04/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
05/28/2010 - 09/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IN
08/16/2005 - 05/11/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WEST LAFAYETTE IN)
MO
04/12/2005 - 06/24/2005
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
OH
03/08/2000 - 04/07/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
03/08/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
FL
01/04/1999 - 03/01/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/22/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
06/13/1995 - 09/22/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
PA
03/01/1994 - 04/20/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
03/06/1993 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
WI
12/08/1992 - 03/01/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 4/6/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/4/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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