Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlyn? Claim Your ProfileMarlyn Marie Stark is a financial advisor registered with Cetera Investment Advisers LLC in both California and Texas. She is a seasoned professional in the financial services industry, with a career spanning over 40 years. She has a wide range of experience in various investment products and services, including fixed insurance, real estate, and financial planning. Marlyn is dedicated to providing comprehensive financial guidance to individuals, families, businesses, and charitable organizations. Her expertise extends to pension consulting, portfolio management, and education seminars.
PENN VALLEY, CA
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (PENN VALLEY CA)
CA
11/07/2006 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
CA
03/04/2005 - 11/02/2006
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
CA
12/19/2002 - 03/18/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CA
03/15/2001 - 12/20/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
08/17/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
NY
05/05/1997 - 08/21/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
02/04/1992 - 05/05/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
10/19/1987 - 02/04/1992
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
NA
05/12/1986 - 10/12/1987
PAMCO SECURITIES AND INSURANCE SERVICES
NA
07/21/1983 - 07/01/1986
CYPRES, ROSS AND ASSOCIATES, INC.
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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