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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariellen? Claim Your ProfileMariellen Kenyon is a financial advisor with over 24 years of experience in the industry. Mariellen has a strong background in securities, having passed Series 7, 9, 10, 63, and 65 exams. Mariellen is currently registered with D.a. Davidson & Co. as an Investment Advisor Representative. Mariellen has previously been affiliated with Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
06/23/2016 - Present
D.a. Davidson & Co. (Boise ID)
ID
06/01/2009 - 01/14/2013
MORGAN STANLEY (BOISE ID)
ID
09/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
ID
01/01/2008 - 08/26/2008
WACHOVIA SECURITIES, LLC (BOISE ID)
ID
12/09/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOISE ID)
IA
Issued 06/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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