Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Koss is a financial advisor with over 29 years of experience in the industry. Marilyn has a strong track record of success in helping clients achieve their financial goals. Marilyn is currently registered with Global Retirement Partners LLC and is also registered as an Investment Advisor Representative. Marilyn holds the Series 6, Series 63, and Series 65 licenses and is also a Chartered Financial Consultant. Marilyn provides investment advisory services through Global Retirement Partners, an independent investment advisor firm. Marilyn has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Marilyn is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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2
MD
02/22/2023 - Present
Global Retirement Partners LLC (Silver Spring MD)
MD
04/01/2008 - 02/22/2023
THE O.N. EQUITY SALES COMPANY (SILVER SPRING MD)
IN
04/02/2004 - 04/21/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
11/30/1992 - 04/21/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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