Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Lejeune Watkins is a financial advisor registered with Lombard Advisers Inc. and has been in the financial services industry since August 4, 2004. Watkins is licensed to provide investment advice in several states and is registered as an investment advisor representative with Lombard Advisers Inc. in Louisiana. Watkins specializes in portfolio management for individuals and 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.
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
MD
01/07/2021 - Present
Lombard Advisers Inc. (BALTIMORE MD)
LA
12/12/2008 - 12/22/2020
LPL FINANCIAL LLC (LAFAYETTE LA)
LA
01/01/2008 - 12/24/2008
WACHOVIA SECURITIES, LLC (JENNINGS LA)
LA
08/05/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JENNINGS LA)
BOTH
Issued 08/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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