Cindy Marshall

Registered Representative Planmember

Role
Registered Representative at PlanMember Financial Corporation
Location
Franklin, TN, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Cindy Marshall

Over the last 23 years, I have worked with every type of company, from banks to casinos;…

Experience

  1. Registered Representative

    PlanMember Financial Corporation

    Jun 2008 — Present

    Registered Representative, I specialize in retirement programs for corporations 401(k), 457, 403 (b) as well as work with individuals on retirement planning.I have been in the financial industry since 1994. After several years as a Life insurance agent I expanded my education and became a stock broker. After a short time selling and buying stocks I decided I wanted to specialize in the retirement market and become a licensed investment adviser representative.PLANMEMBER SECURITIES has been a broker/dealer for over 25 years. Located in Santa Barbara California. I choose to work with PM because of their deep dedication to the retirement community. It has been a wonderful association with a company that understands the needs of a large corporation all the way to the specific needs of an individual. Planmember has the commitment and resources to be at the cutting edge of today\'s retirement arena. There are so many areas that are included in the word \"retirement\" and I appreciate how Planmember Securities compliments my desire to make a difference in the lives of individuals and corporations through planning.Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 • (80••••••10. PSEC is not liable for ancillary products or services offered by this representative.

Education

  • UCLA

    DENTAL

  • Citrus College

    Dental Hygiene/Hygienist

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Cindy Marshall — Registered Representative at PlanMember Financial Corporation in Franklin, TN, US | Unifers