Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Cannata Stefans is a financial advisor with over 30 years of experience in the industry. Marilyn is a Certified Financial Planner and has held several positions with firms such as Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and Investors Planning Services. Marilyn is currently registered with Cetera Investment Advisers LLC and provides financial planning, investment management, and other advisory services to a diverse range of clients, including individuals, businesses, and charitable organizations.
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.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (WOODBURY NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WOODBURY NY)
NY
11/15/1994 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
WA
09/04/1991 - 11/14/1994
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NY
10/23/1990 - 09/05/1991
INVESTORS PLANNING SERVICES (EAST NORTHPORT NY)
IA
Issued 7/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/1/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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