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Marian Parks Gilstrap

Kestra Investment Services, LLC

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About Marian Parks Gilstrap

Marian Parks Gilstrap is a financial advisor based in Charlotte, NC. Marian is registered to conduct securities business in Georgia, North Carolina, and South Carolina. Marian is currently employed with Kestra Investment Services, LLC. Before joining Kestra Investment Services, Marian worked at Transamerica Investors Securities Corporation, SunTrust Investment Services, Inc., ABN AMRO SECURITIES LLC, ABN AMRO INCORPORATED, Schroder & Co. Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Marian Gilstrap is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Marian Gilstrap’s Registration & Firm History

NC

06/06/2019 - Present

Kestra Investment Services, LLC (CHARLOTTE NC)

NY

06/18/2015 - 10/13/2017

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

GA

12/10/2003 - 05/21/2015

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

NY

04/30/2001 - 12/10/2001

ABN AMRO SECURITIES LLC (NEW YORK NY)

CT

07/19/2000 - 04/30/2001

ABN AMRO INCORPORATED (STAMFORD CT)

NY

03/31/1997 - 05/11/2000

SCHRODER & CO. INC. (NEW YORK NY)

NY

08/26/1994 - 03/04/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marian Parks Gilstrap.
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