Marilyn Joan Ramsook-Lilly
Also appears in the source record as: Marilyn J Lilly; Marilyn Joan Lilly; Marilyn J Ramsook; Marilyn Joan Ramsook; Marilyn J Ramsook-Lilly; Marilyn Joan Ramsooklilly
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 7TOSIESeries 7Series 66Series 65Series 63
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 26
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (15)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsSan Antonio, TX · IA capacityJul 11, 2022 → Mar 31, 2025
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Citigroup Global Markets Inc.San Antonio, TX · IA capacityDec 22, 2021 → Jun 15, 2022
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Citigroup Global Markets Inc.San Antonio, TX · BC capacityJan 29, 2021 → Jun 15, 2022
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Victory Capital Services, Inc.San Antonio, TX · BC capacityJun 1, 2020 → Nov 11, 2020
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Securian Financial Services, Inc.San Antonio, TX · IA capacityFeb 3, 2017 → Mar 20, 2017
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Securian Financial Services, Inc.San Antonio, TX · BC capacityFeb 3, 2017 → Mar 20, 2017
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Thrivent Investment Management Inc.Irving, TX · IA capacityJul 12, 2016 → Sep 29, 2016
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Thrivent Investment Management Inc.Irving, TX · BC capacityJul 5, 2016 → Sep 29, 2016
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Usaa Financial Planning ServicesSan Antonio, TX · IA capacityAug 1, 2008 → Apr 6, 2016
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Usaa Financial Advisors, Inc.San Antonio, TX · BC capacitySep 6, 2007 → Apr 6, 2016
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Usaa Investment Management CompanySan Antonio, TX · IA capacityJan 10, 2007 → Dec 31, 2008
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Usaa Investment Management CompanySan Antonio, TX · BC capacityJan 10, 2007 → Dec 31, 2007
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Citicorp Investment ServicesLong Island City, NY · BC capacityJun 10, 1996 → Jul 27, 1999
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.