Unclaimed
Marilyn Helen Oberstein is a financial advisor with over 40 years of experience in the industry. Marilyn has a broad range of experience having worked at several firms including Tower Square Securities, Inc., Advantage Capital Corporation and Travelers Equities Sales, Inc. Marilyn currently is registered with Cetera Advisor Networks LLC in New York and holds FINRA Series 1, 7, 24, 51, and 63 licenses. Marilyn is registered to provide investment advice in 8 states.
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.
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.
1
2
NY
09/03/2013 - Present
Cetera Advisor Networks LLC (EAST ISLIP NY)
NY
01/01/1999 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (EAST ISLIP NY)
GA
08/15/1994 - 12/31/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
09/07/1979 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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