Marlon WeshCRD Number: 6676199
Current Firm: Wesh Financial
Marlon Wesh (CRD# 6676199) is an Investment Advisor Representative working at Wesh Financial in North Attleboro, MA and has over 2 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Suffolk University||Boston, MA||Nov 2018 - Current||2|
|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|
|United States Marine Corps||Allentown, PA||Dec 2008 - Nov 2011||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.