Aaron MarshCRD Number: 4608423
Current Firm: Citizens Securities, Inc.
Aaron Marsh (CRD# 4608423) is an Investment Advisor Representative working at Citizens Securities, Inc. in Detroit, MI and has over 8 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Integrated Capital Management
|Charterone Bank||Birmingham, MI||Apr 2014 - Current||4|
|Cco Investment Services||Birmingham, MI||Apr 2014 - Current||4|
|J.p. Morgan Securities LLC||Detroit, MI||Oct 2012 - Apr 2014||1|
|Jp Morgan Chase Bank Na||Harper Woods, MI||Feb 2010 - Apr 2014||4|
|Life Builders||Detroit, MI||Apr 2013 - Jan 2014||< 1|
|Chase Investment Services Corp||Harper Woods, MI||Feb 2010 - Oct 2012||2|
|Chesseburger In Paradise||Sterling Heights, MI||Nov 2007 - Feb 2010||2|
|Marsh Financial Service Company||Detroit, MI||Jun 2004 - Feb 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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