Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Hoosen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Marilyn has been in the industry for over 16 years. Marilyn holds the Series 7, Series 63, and Series 65 licenses and is registered in 27 states. Marilyn specializes in providing financial advice to a wide range of clients, including individuals, families, corporations, and institutions. Marilyn also provides investment advice to high-net-worth individuals and institutions. Marilyn is committed to providing her clients with personalized financial advice and investment solutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
08/19/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALEXANDRIA VA)
VA
08/20/2015 - 07/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
VA
06/04/2014 - 06/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
VA
04/29/2011 - 10/10/2013
MORGAN STANLEY (ALEXANDRIA VA)
VA
06/19/2006 - 05/09/2011
BB&T INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
NE
06/07/2005 - 10/31/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MO
10/06/2004 - 03/21/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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