Edward “Ed” Marsi has served the clients of TD Ameritrade since 2012. He joined the company as an education counselor with TD Ameritrade Investools, having previously demonstrated his business acumen as a sales representative with Lyon-Waugh Auto Group. There, Edward Marsi maintained an average closing percentage of 45 percent across five years of service and received Motoring King honors two years in succession.
Since joining TD Ameritrade, Ed Marsi has turned his business acumen to portfolio management and client education. He has moved on from his initial role to serve first as a business development specialist and later as a senior financial consultant, a position in which he continues to serve. Successful in adding both clients and assets to the company's book, Ed Marsi has received a number of honors including the Guidance Award and the Circle of Champions recognition.
A licensed investment advisor, Edward Marsi maintains active registration as a broker with the Financial Industry Regulatory Authority (FINRA), through which he has received Series 7 and 66 licenses. He is registered in 17 states, including his home state of New Hampshire, and has authorization to offer financial planning as well as portfolio management for businesses, institutions, and individuals.
College of Financial Planning
Middlesex Community College
Business Management (1998-2000)