Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Schaja is an investment advisor representative at Captrust. Marilyn has been in the industry since 2009. Marilyn is registered with FINRA and the state of New York. Marilyn has passed the Series 63, 65, 7 and 24 exams. Marilyn has worked at various firms, including MBSC Securities Corporation, Legg Mason Investor Services, LLC, First Capital Equities, LTD., and CapFinancial Securities LLC. Marilyn provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Marilyn is located in Lake Success, New York.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
11/07/2023 - Present
Captrust (Lake Success NY)
NY
02/06/2012 - 11/01/2018
FIRST CAPITAL EQUITIES,LTD. (Lake Success NY)
NY
10/05/2010 - 01/30/2012
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
08/12/2008 - 05/11/2010
MBSC SECURITIES CORPORATION (JERICHO NY)
IA
Issued 11/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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