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MM

Marilyn H. Mueller

JANSSON FINANCIAL SVCS
Warner Robins, GA 31088
Some features on this profile are disabled
CRD#: 2792810
MM

Professional summary


Marilyn Hanley Mueller, who also goes by Marilyn Hanley Maconi-quillen, Marilyn Hanley Marconi, Micki Marconi, Marilyn Hanley Marconiquillen, Micki Mueller, is a registered financial advisor currently at JANSSON FINANCIAL SVCS located in Warner Robins, Georgia and CEROS FINANCIAL SERVICES, INC. located in Warner Robins, Georgia.

Marilyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Marilyn has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marilyn Hanley Maconi-Quillen | Marilyn Hanley Marconi | Micki Marconi | Marilyn Hanley Marconiquillen | Micki Mueller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MARILYN MUELLER, NOT INVESTMENT RELATED, LIFE INSURANCE SALES, START DATE 9/1/98, 5 HOURS PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS, COMPENSATION COMMISSION, SALE OF TERM LIFE AND LONG-TERM CARE POLICIES. 2) JANSSON FINANCIAL SERVICES, INVESTMENT RELATED, IAR WITH RIA, START DATE 4/5/04, 20 HOURS PER MONTH; 15 HOURS PER MONTH DURING TRADING HOURS, COMPENSATION FEE-BASED

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marilyn Hanley Mueller's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 17, 2025 - Present

JANSSON FINANCIAL SVCS

Office #1: 300 Corporate Pointe, Warner Robins, GA 31088
RIA
CRD#: 127786
Warner Robins, GA
Current

August 28, 2009 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: 300 Corporate Pointe, Warner Robins, GA 31088
BD
CRD#: 37869
Warner Robins, GA
Past

December 14, 2010 - December 31, 2024

JANSSON FINANCIAL SVCS

RIA
CRD#: 127786
WARNER ROBINS, GA
Past

April 11, 2008 - December 15, 2010

MHM FINANCIAL GROUP

RIA
CRD#: 146631
WARNER ROBINS, GA
Past

November 19, 2004 - August 31, 2009

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
WARNER ROBINS, GA
Past

August 31, 1998 - November 19, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

October 9, 1996 - January 23, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/28/2009)
RR
Arkansas
(8/28/2009)
RR
California
(8/28/2009)
RR
Colorado
(8/28/2009)
RR
Florida
(8/28/2009)
RR
Georgia
(8/28/2009)
IAR
Georgia
(1/17/2025)
RR
Illinois
(8/28/2009)
RR
Kentucky
(8/28/2009)
RR
Maryland
(8/28/2009)
RR
Mississippi
(8/28/2009)
RR
North Carolina
(8/28/2009)
RR
Ohio
(8/28/2009)
RR
Pennsylvania
(8/28/2009)
RR
South Carolina
(8/28/2009)
RR
Tennessee
(8/28/2009)
RR
Texas
(8/28/2009)
RR
Wisconsin
(8/28/2009)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/4/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/1/1996
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


JF
JANSSON FINANCIAL SVCS
JANSSON FINANCIAL SERVICES | JANSSON FINANCIAL SVCS | JANSSON FINANCIAL SERVICES, INC.

CRD#: 127786 / SEC#:

Georgia
Registered Investment Advisory firm - (1/17/2025 Approved)
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Contact information


Main Address
300 Corporate Pointe, Warner Robins, GA 31088
Mailing Address
Phone number
(478) 923-9900
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts212
AUM (Assets Under Management)$ 65,637,644

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JANSSON FINANCIAL SVCS

CRD#: 127786Warner Robins, GA 31088

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