Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilee? Claim Your ProfileMarilee Alice Stephens is a financial advisor with over 29 years of experience in the industry. She is currently registered with United Planners' Financial Services of America A Limited Partner and has held previous positions with several other firms. Marilee is a Series 63, Series 65, and Series 7 licensed professional and is actively registered in 16 states. Marilee specializes in providing financial planning, portfolio management, and other advisory services for individuals, high-net-worth individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
AZ
03/01/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WA
01/27/2011 - 03/01/2022
FIRST FINANCIAL EQUITY CORPORATION (Newport WA)
WA
07/31/2009 - 01/26/2011
SORRENTO PACIFIC FINANCIAL, LLC (SPOKANE WA)
WA
04/07/2004 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SPOKANE WA)
WA
11/04/1993 - 02/26/2004
NELSON SECURITIES,INC. (SPOKANE WA)
MN
04/26/1993 - 04/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/26/1993 - 04/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/22/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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