Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn McGee is a financial advisor with Charles Schwab & Co., Inc. located in Omaha, Nebraska. Marilyn has over 2 years of experience in the financial services industry. Marilyn holds the Series 7TO, Series 63, Series 9, and SIE licenses and is registered in 51 states. Marilyn has a background with TD Ameritrade, Inc. and currently provides financial planning, investment management services, and portfolio management for businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/09/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
09/28/2021 - 02/20/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 10/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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