Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Morrissey is an investment advisor representative, with a professional career spanning over two decades. She has been with LPL Financial LLC since June 2024. Previously, Marilyn Morrissey worked at AVANTAX INVESTMENT SERVICES, INC. Her experience includes working with a variety of clients, including individuals, corporations, and charitable organizations. Marilyn Morrissey holds a Series 7 and Series 66 license, as well as the SIE exam. Marilyn Morrissey is a CERTIFIED FINANCIAL PLANNER™. She is committed to providing personalized financial planning and investment advice to help clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
06/18/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
OR
10/25/2019 - 06/28/2024
AVANTAX INVESTMENT SERVICES, INC. (OREGON CITY OR)
OR
11/19/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (OREGON CITY OR)
BOTH
Issued 11/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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