Marsha Werner
Marsha Werner is a registered investment advisor at Raymond James & Associates, INC., based in Wesley Chapel, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
Wesley Chapel, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marsha is a Finance/Investment Committee Member and Committee Member for the Ocean Pearl Condominium Association, where she lives part-time, since March 2023. She dedicates minimal time to this non-profit activity, participating in the oversight of the condo association's finances.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Isfa CorporationBroker
State Registrations27 states
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