Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Eisenhauer is a financial advisor with Commonwealth Financial Network. Marilyn has been in the financial services industry since 2007. Marilyn has a Series 7 and Series 66 license, as well as a SIE exam. Prior to joining Commonwealth Financial Network, Marilyn was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc., and Edward Jones. Marilyn is also a co-owner of Summit Wealth Group. Marilyn provides financial planning, portfolio management, and insurance services to individuals, businesses, and charitable organizations.
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.
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2
CO
01/13/2016 - Present
Commonwealth Financial Network (COLORADO SPRINGS CO)
CO
06/11/2013 - 05/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
CO
01/23/2012 - 04/11/2013
AMERIPRISE FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
10/26/2007 - 08/05/2011
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 11/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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