Maryse MarshallCRD Number: 6531779
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Maryse Marshall (CRD# 6531779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, AZ and has over 6 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Jun 2015 - Current||6|
|Unemployed||Tucson, AZ||May 2015 - Jun 2015||< 1|
|University Of Arizona||Tucson, AZ||Aug 2011 - May 2015||3|
|Loaded Slate||Milwaukee, WI||May 2014 - Aug 2014||< 1|
|Jewish Community Center||Milwaukee, WI||May 2012 - Aug 2013||1|
|Town Club||Fox Point, WI||Jun 2013 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||Apr 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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