Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Neckes is a financial advisor with Ameriprise Financial Services, LLC in Palm Beach Gardens, FL. Marilyn has been in the financial services industry since 1984. Prior to joining Ameriprise, Marilyn was with RBC Capital Markets, LLC. Marilyn holds both Series 7 and Series 63 licenses and is registered with 36 states. Marilyn specializes in providing financial advice for individuals, families, and businesses. Her areas of expertise include asset allocation, financial planning, portfolio management, and retirement planning. Marilyn is committed to helping her clients achieve their financial goals.
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.
Asset allocation services
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
FL
05/27/2022 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
03/28/2013 - 06/07/2022
RBC CAPITAL MARKETS, LLC (PALM BEACH GARDENS FL)
CT
06/01/2009 - 04/12/2013
MORGAN STANLEY (WESTPORT CT)
CT
11/23/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
CT
02/14/1997 - 12/16/2005
ADVEST, INC. (HARTFORD CT)
NY
10/22/1993 - 02/21/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/03/1990 - 11/18/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
07/31/1985 - 01/15/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
01/26/1984 - 11/14/1985
BROADCHILD SECURITIES CORP.
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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