Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Ann Banyai is a financial advisor registered with Avantax Advisory Services. Marilyn has been working in the financial services industry since 1987. Marilyn is a Certified Financial Planner and holds a Series 6, 7, 24, and 63 license. Marilyn is also registered as an Investment Advisor Representative in Pennsylvania. In addition to her role as a financial advisor, Marilyn is a Certified Public Accountant. Marilyn has a diverse background, having worked as a CPA, an accountant, and a director for various organizations. Marilyn provides financial planning, investment management, and other financial services to individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
07/26/2003 - Present
Avantax Advisory Services (COLLEGEVILLE PA)
DE
12/03/1999 - 07/26/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
TX
01/16/1987 - 11/19/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 01/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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