Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Tina Mantziaris is a financial advisor associated with Janney Montgomery Scott LLC. Marilyn has been in the financial services industry since November 1999. Marilyn holds the Series 7, Series 10, Series 9, and Series 63 licenses. Marilyn is also a registered Investment Advisor in Connecticut. Marilyn's specializations include portfolio management for businesses, portfolio management for individuals, selection of other advisors, educational seminars, pension consulting, and financial 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.
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.
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.
Fee plus commission
1
2
CT
08/20/2019 - Present
Janney Montgomery Scott LLC (GLASTONBURY CT)
CT
03/08/2006 - 02/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN CT)
CT
12/01/1999 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 08/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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