Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Elaine Coffey is a financial advisor with Oppenheimer & Co. Inc. with over 20 years of experience in the financial industry. Marilyn has held previous positions at several other firms, including Citigroup Global Markets Inc., CIBC World Markets Corp., Ryan, Beck & Co., LLC., Gruntal & Co., L.L.C., Broadband Capital Management, LLC, Joseph Gunnar & Co. LLC and Prudential Securities Incorporated. Marilyn is a licensed securities professional with a Series 63 and Series 65 license, as well as a Series 7 and SIE. Marilyn is registered in multiple states including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Virginia and Wisconsin.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
12/22/2015 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/11/2005 - 12/17/2013
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/30/2005 - 05/12/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/03/2003 - 03/30/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/13/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
04/29/2002 - 05/31/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
NY
04/05/2002 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
02/25/2002 - 03/08/2002
BROADBAND CAPITAL MANAGEMENT, LLC (NEW YORK NY)
NY
06/07/2001 - 09/21/2001
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
12/24/1998 - 06/01/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/06/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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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