Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Lewis is a financial professional with over 25 years of experience in the industry. Marilyn is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Marilyn is licensed in California and Nevada, and holds Series 6, 63, and SIE licenses. Marilyn is also a Chartered Financial Consultant. Marilyn is committed to providing her clients with personalized financial advice and guidance. Marilyn helps clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NV
08/21/2018 - Present
State Farm Investment Management Corp. (Carson City NV)
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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