Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn McCullough is a financial advisor with Innovation Partners LLC, a firm with over 200 registered representatives. Marilyn has been in the securities industry since 2008. Marilyn holds FINRA Series 6, 7, 63 and SIE licenses and is currently registered with FINRA and the state of Indiana. In addition to her current position, Marilyn has previously held roles with CFD INVESTMENTS, INC., PRINCIPAL SECURITIES, INC., FIRST HEARTLAND CAPITAL, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. Marilyn specializes in providing financial planning, pension consulting, and portfolio management services for both businesses and individuals.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
IN
08/18/2021 - Present
Innovation Partners LLC (Washington IN)
IN
02/01/2019 - 12/17/2019
CFD INVESTMENTS, INC. (Washington IN)
IN
11/09/2015 - 11/07/2017
PRINCIPAL SECURITIES, INC. (Washington IN)
IN
04/23/2013 - 07/14/2015
FIRST HEARTLAND CAPITAL, INC. (WASHINGTON IN)
IN
04/25/2011 - 12/31/2011
PRINCOR FINANCIAL SERVICES CORPORATION (WASHINGTON IN)
IN
05/23/2008 - 12/31/2010
PRINCOR FINANCIAL SERVICES CORPORATION (WASHINGTON IN)
BC
Issued 04/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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