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 Osborne is a financial advisor at Valic Financial Advisors, Inc., a firm that provides investment advisory services to individuals, businesses and high-net-worth clients. Marilyn has been in the industry since 1999 and is registered to provide investment advice in Texas. Marilyn is also a registered representative of the firm and is licensed to sell securities. Marilyn specializes in financial planning and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
TX
07/10/2014 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
05/18/2012 - 08/20/2013
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
02/12/2007 - 07/02/2010
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
TX
10/12/2005 - 02/09/2007
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
01/28/2002 - 09/22/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
11/25/1997 - 09/22/2005
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
MN
10/18/1996 - 08/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/1996 - 08/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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