Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Tyler Marshall is a financial advisor with LPL Financial LLC. Seth has been working in the financial services industry since 2004. Prior to joining LPL Financial, Seth worked at J.P. Morgan Securities LLC, PNC INVESTMENTS, and Waterstone Financial Group, Inc. Seth specializes in providing financial advice to individuals, families, and businesses. He is also a Registered Investment Advisor (RIA) and holds the Series 7, Series 63, Series 65, and SIE licenses.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
02/12/2024 - Present
LPL Financial LLC (FORT MILL SC)
IN
08/06/2014 - 04/16/2015
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
IN
03/07/2014 - 07/31/2014
PNC INVESTMENTS (FORT WAYNE IN)
IN
09/08/2009 - 03/12/2014
LPL FINANCIAL LLC (HUNTINGTON IN)
IN
08/15/2006 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (HUNTINGTON IN)
OH
09/15/2005 - 08/14/2006
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
MO
06/18/2004 - 08/26/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Seth Marshall is the right advisor for you? Invested Better is here to help.
