Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Vance Baggett is a registered representative with Kestra Private Wealth Services, LLC, and has been in the financial industry since May 2007. Marilyn is a registered investment advisor in Alabama. Marilyn is licensed in Alabama.
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
AL
07/18/2024 - Present
Kestra Private Wealth Services, LLC (Mobile AL)
AL
05/31/2012 - 07/22/2024
WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)
AL
06/01/2009 - 06/19/2012
MORGAN STANLEY SMITH BARNEY (MOBILE AL)
AL
05/21/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOBILE AL)
BOTH
Issued 08/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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