MARILEE ALICE STEPHENS is an investment adviser representative (IAR) with state registration records since 1997, appearing at 4 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2022-02-24 | present | Yes |
| FFEC WEALTH PARTNERS LLC | 2011-01-27 | 2022-03-01 | — |
| PARTNERVEST ADVISORY SERVICES LLC | 2004-04-07 | 2011-02-22 | — |
| NELSON SECURITIES,INC. | 1997-03-06 | 2004-02-26 | — |