Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Marshall has been a financial advisor since January 12, 1993. William is a Certified Financial Planner™ and a Chartered Financial Consultant. Currently, William is registered as a broker and an investment advisor representative with Ameriprise Financial Services, LLC. William specializes in working with individuals, high net worth individuals, trusts/estates, insurance companies, pension and profit sharing plans, charitable organizations, and corporations/other businesses. William has over 30 years of experience in the financial services industry.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/09/2003 - Present
Ameriprise Financial Services, LLC (Langhorne PA)
MN
12/06/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
03/07/1994 - 12/07/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
01/22/1990 - 12/31/1990
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
06/20/1989 - 09/01/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 03/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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