Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Carlson is a financial advisor associated with United Planners' Financial Services of America A Limited Partner. Marilyn has been in the financial industry since 1995 and has extensive experience in providing financial advice to individuals, corporations, and charitable organizations. Marilyn is registered with FINRA and holds Series 6 and 63 licenses. Her expertise includes financial planning, pension consulting, and portfolio management. Marilyn is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SLAYTON MN)
MN
01/16/2015 - 02/06/2020
PROEQUITIES, INC. (SLAYTON MN)
MN
03/28/2014 - 01/20/2015
MOLONEY SECURITIES CO., INC. (Slayton MN)
MN
09/12/2005 - 03/28/2014
MINNESOTA VALLEY INVESTMENTS (SLAYTON MN)
OH
11/19/1997 - 05/03/2004
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
10/13/1995 - 11/20/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MN
11/17/1993 - 08/11/1995
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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