Marilyn Steinmetz's Location
West Hartford, CT, US
Marilyn Steinmetz's Work
- owner, Money Matters @ LPL Financial
- financial planner @ LPL Financial
Marilyn Steinmetz's Education
- College of Financial Planning
CFP (Financial Planning)
1983 - 1985 - University of Connecticut
MBA (Finance)
1983 - 1985 - University of Hartford
BA (Marketing)
1979 - 1981
Marilyn Steinmetz's Skills
- Securities
- Financial Advisory
- Retirement Planning
- FINRA
- Retirement
- Financial Planning
- Series 7
- 401k
- Insurance
- Wealth Management
Marilyn Steinmetz's Summary
Marilyn Steinmetz, based in West Hartford, CT, US, is currently a owner, Money Matters at LPL Financial, bringing experience from previous roles at LPL Financial. Marilyn Steinmetz holds a 1983 - 1985 CFP in Financial Planning @ College of Financial Planning. With a robust skill set that includes Securities, Financial Advisory, Retirement Planning, FINRA, Retirement and more, Marilyn Steinmetz contributes valuable insights to the industry. Marilyn Steinmetz has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Marilyn Steinmetz you were looking for?
Find contact details for 700 million professionals.
Others Named Marilyn Steinmetz
-
21
-
5+2
-
11
-
31
People Like Marilyn Steinmetz
-
14
-
4
-
1
-
2
-
14
-
5+1
-
View
Michael Barkley
SVP and Portfolio Manager - Private Wealth at Guardian Capital Group
Vancouver, BC, CA21 -
12
-
ViewOdin Helgerson
Registered Representative and Investment Advisor Representative at Crown Capital Securities, L.P.
Fargo, North Dakota, United States12
Top LPL Financial Employees
-
15+
-
55+
-
25
-
32
-
35+
-
View
Heather Broderick
SVP, Chief of Staff | Sales Data and Enablement at LPL Financial
San Diego, CA, US35+ -
15+
-
35+
-
5+
-
55+
-
15+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
