Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilee? Claim Your ProfileMarilee Holt Talley is a financial professional with over 30 years of experience in the industry. Marilee is currently registered with Purshe Kaplan Sterling Investments in Albany, NY. Previously, Marilee has held positions with several firms including THE LEADERS GROUP, INC. in Littleton, CO, Integrated Financial Planning Services in Heidelberg, Germany, and Capital Brokerage Corporation in Glen Allen, VA. Marilee holds a Series 7, Series 6, Series 22, and SIE license and has successfully passed the Uniform Securities Agent State Law Examination. Marilee is licensed to sell securities in Delaware.
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.
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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2
NY
06/20/2024 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
CO
01/13/2023 - 07/01/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
04/21/2020 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NA
01/22/2018 - 03/13/2020
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
VA
03/06/2014 - 03/18/2016
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NE
01/04/2010 - 06/05/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NC
03/30/2005 - 06/04/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
03/04/2002 - 04/08/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/01/1997 - 11/08/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
05/20/1993 - 02/08/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
PA
09/04/1986 - 04/15/1993
CIGNA SECURITIES, INC. (RADNOR PA)
NA
10/10/1985 - 05/28/1986
IDS MARKETING CORPORATION
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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