Unclaimed
Marilyn Donna Drobiarz is a financial advisor registered with RBC Capital Markets, LLC. Marilyn has been working in the financial industry since June 4, 1999. Prior to joining RBC Capital Markets, LLC, Marilyn worked for Janney Montgomery Scott LLC, Raymond James & Associates, Inc. and Wells Fargo Advisors, LLC. Marilyn holds FINRA Series 7, 9, 10, 63, and 65 licenses. Marilyn specializes in working with individuals, corporations, charitable organizations, pension and profit-sharing plans and pooled investment vehicles. Marilyn also specializes in providing financial planning services. Marilyn is registered to provide investment advice in multiple states.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MA
02/01/2024 - Present
RBC Capital Markets, LLC (BOSTON MA)
MA
12/08/2017 - 03/24/2022
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
MA
08/12/2011 - 12/12/2017
RAYMOND JAMES & ASSOCIATES, INC. (WELLESLEY HILLS MA)
MA
01/01/2008 - 08/15/2011
WELLS FARGO ADVISORS, LLC (NORWELL MA)
MA
04/12/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORWELL MA)
NY
11/03/2003 - 04/15/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
03/29/1999 - 08/26/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 04/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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