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 Page is a registered representative with UBS Financial Services Inc. Marilyn has been in the financial services industry since 1980. Marilyn is also a registered investment advisor representative and holds a Series 65 license, signifying her expertise in investment advisory services. Marilyn is an active advisor with the firm, working out of the Dallas, TX branch office. Marilyn previously worked for PAINE, WEBBER, JACKSON & CURTIS INC., and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Marilyn holds several licenses and certifications, including the Series 3, 7, 8, 9, 10, and 63 licenses. Marilyn has experience providing advisory services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
See schedule d - miscellaneous
1
2
TX
05/21/1991 - Present
UBS Financial Services Inc. (DALLAS TX)
NA
11/20/1981 - 12/10/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
12/08/1980 - 12/26/1981
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
10/24/1980 - 12/20/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 04/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1992
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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