Unclaimed
Marianne Patricia Lyons is a financial professional with over 30 years of experience in the financial services industry. Marianne has worked with Cambridge Investment Research Advisors, Inc. since 2011. She is registered with the state of Pennsylvania to provide investment advice. Before joining Cambridge, she worked with Tower Square Securities, Inc., WS Griffith Securities, Inc., Princor Financial Services Corporation, Linsco/Private Ledger Corp. and Guardian Investor Services Corporation. Marianne holds the Series 6 and Series 63 licenses and the SIE exam. She is dedicated to providing personalized financial advice and guidance to help clients reach their financial goals. Marianne is also an Independent Insurance Agent.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
09/15/2011 - Present
Cambridge Investment Research Advisors, Inc. (WILKES BARRE PA)
PA
06/18/2004 - 09/22/2011
TOWER SQUARE SECURITIES, INC. (WILKES BARRE PA)
CT
03/30/1998 - 06/07/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
02/28/1995 - 04/03/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
SC
02/02/1994 - 03/15/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
10/13/1992 - 01/05/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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