Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Marsh is a financial advisor with Fidelity Personal and Workplace Advisors, a firm that manages over $818 Billion in assets. Robert has been in the financial services industry since 1993 and has been with Fidelity Investments since 2010. Robert holds several professional licenses and designations, including Series 6, 7, 24, 63, and 65. Robert provides financial planning, portfolio management, and educational seminar services. He specializes in working with individuals, families, and businesses. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.
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
IN
03/04/2021 - Present
Fidelity Personal AND Workplace Advisors (SWAYZEE IN)
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 04/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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