Marilyn
Koss
Global Retirement Partners LLC
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About this Advisor
Marilyn Koss is a financial advisor based in Silver Spring, Maryland, working with Global Retirement Partners LLC. Marilyn has previously held positions at Koss Benefits Financial, Ohio National Financial Services, The O.N. Equity Sales Company, Lpl Financial LLC, and Global Retirement Partners, LLC. Marilyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland, New York, and Virginia. Currently, Marilyn is part of Global Retirement Partners LLC, which operates out of Silver Spring, Maryland. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marilyn Koss Work History
Lpl Financial LLC
Global Retirement Partners, LLC
Koss Benefits Financial
Ohio National Financial Services
The O.N. Equity Sales Company
Disclosures
Please visit the SEC profile of Marilyn Koss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
Denver, CO
San Rafael, CA
San Rafael, CA
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San Rafael, CA
Cleveland, OH
Mercer Island, WA
Pittsburgh, PA
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