Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sierra? Claim Your ProfileSierra Kristine Lindman Marshall is a financial advisor who is currently registered with Osaic Wealth, Inc. in Glendale, California. Sierra Kristine has been in the industry since July 2023. Sierra Kristine holds the Series 7TO, Series 66, and SIE exams and is registered in California. Sierra Kristine also has a life insurance agent position with Marshall Wealth Advisors.
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.
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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CA
01/24/2025 - Present
Osaic Wealth, Inc. (GLENDALE CA)
BOTH
Issued 10/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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