Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Smothers Weaver is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Greenwood Village, CO. Marilyn has been in the financial services industry since November 21, 1984. Marilyn is registered with the state of Colorado as an investment advisor representative, and has passed the Series 7, Series 63, and Series 65 exams. Marilyn is also a Certified Financial Planner. Prior to joining Raymond James Financial Services Advisors, Inc., Marilyn worked at FORTA FINANCIAL GROUP, INC. in Greenwood Village, CO, J. SCOTT SECURITIES CORP. in Golden, CO, SCHNEIDER SECURITIES, INC. in Denver, CO, 1717 CAPITAL MANAGEMENT COMPANY in Newark, DE, LEHMAN BROTHERS INC. in New York, NY, E. F. HUTTON & COMPANY INC, and USLIFE EQUITY SALES CORP. Marilyn provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
06/02/2021 - Present
Raymond James Financial Services Advisors, Inc. (Greenwood Village CO)
CO
09/28/2001 - 06/30/2021
FORTA FINANCIAL GROUP, INC. (GREENWOOD VILLAGE CO)
CO
08/28/2000 - 09/26/2001
J. SCOTT SECURITIES CORP. (GOLDEN CO)
CO
07/17/1990 - 08/29/2000
SCHNEIDER SECURITIES, INC. (DENVER CO)
DE
06/26/1992 - 12/02/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
04/11/1988 - 08/03/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/02/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
11/21/1984 - 12/16/1985
USLIFE EQUITY SALES CORP.
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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