Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Johnson is a registered representative with Gold Coast Securities, Inc. Marilyn has been in the financial industry since 2000, and has worked at several firms, including LPL FINANCIAL CORPORATION, LINSCO/PRIVATE LEDGER CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and FIRST ADVANTAGE CAPITAL GROUP. Marilyn holds several securities licenses, including Series 7, Series 24, Series 62, Series 63, and Series 66. Marilyn is also a licensed insurance agent in California. Marilyn specializes in providing financial planning and investment advice to individuals and businesses.
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.
1
2
CA
05/16/2008 - Present
Gold Coast Securities, Inc. (GOLD RIVER CA)
CA
06/08/2006 - 05/27/2008
LPL FINANCIAL CORPORATION (BEVERLY HILLS CA)
CA
02/21/2003 - 05/04/2006
LINSCO/PRIVATE LEDGER CORP. (GARDENA CA)
NY
09/06/2000 - 02/18/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/15/1999 - 01/05/2000
FIRST ADVANTAGE CAPITAL GROUP (MARBELLA )
BOTH
Issued 11/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1999
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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