Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Ramsook-Lilly is a financial advisor with Fidelity Personal And Workplace Advisors. Marilyn has been in the industry since 1999 and holds the Series 7, 63, and 66 licenses, along with the SIE exam. Marilyn is a Certified Financial Planner, and specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and charities. Marilyn has previously held positions at Citigroup Global Markets Inc., Victory Capital Services, Inc., Securian Financial Services, Inc., Thrivent Investment Management Inc., and USAA Financial Advisors, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
01/29/2021 - 06/15/2022
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
06/01/2020 - 11/11/2020
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
02/03/2017 - 03/20/2017
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
07/05/2016 - 09/29/2016
THRIVENT INVESTMENT MANAGEMENT INC. (IRVING TX)
TX
09/06/2007 - 04/06/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/10/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/02/2004 - 12/31/2006
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/01/1999 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
06/10/1996 - 07/27/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 09/13/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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