Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Freed Allen is a financial professional with over 30 years of experience in the industry. Marilyn has held various positions at firms such as Ferris, Baker Watts Incorporated, NationsSecurities, Dean Witter Reynolds Inc., Royal Alliance Associates, Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Independent Financial Group, LLC. Currently, Marilyn is registered with LPL Financial LLC. Marilyn's areas of specialization include retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
08/24/2023 - Present
LPL Financial LLC (SUMMERVILLE SC)
SC
07/22/2019 - 08/25/2023
INDEPENDENT FINANCIAL GROUP, LLC (N. CHARLESTON SC)
SC
05/16/2011 - 07/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
MD
01/03/2003 - 05/16/2011
LPL FINANCIAL LLC (BERLIN MD)
AZ
08/09/1996 - 01/17/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MD
02/23/1996 - 09/04/1996
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
07/12/1993 - 02/27/1996
NATIONSSECURITIES
NY
02/24/1992 - 07/12/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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