Marlon Wesh (CRD# 6676199) is an Investment Advisor Representative working at Wesh Financial in Mansfield, MA and has over 5 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
Suffolk University | Boston, MA | Nov 2018 - Current | 5 |
Unemployed | Boston, MA | May 2018 - Nov 2018 | < 1 |
Suffolk University | Boston, MA | Sep 2015 - May 2018 | 2 |
Bank Of America Merrill Lynch | Boston, MA | Jun 2017 - Aug 2017 | < 1 |
Edward Jones Investments | Boston, MA | Jul 2016 - Apr 2017 | < 1 |
United States Marine Corps | Chicopee, MA | Oct 2015 - Mar 2017 | 1 |
United States Marine Corps | Chicopee, MA | Dec 2011 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- MA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts259ACCOUNTS
-
Average Account Value$10,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MA
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