Marilyn Stefans, EA, CFP®
Owner & Registered Representative
As a Registered Representative of Cetera Wealth Services, LLC, Marilyn Stefans offers full investment services and asset management with consideration of tax and other financial implications. Marilyn Stefans’ tax practice focuses on individual and small business tax preparation and planning. Marilyn Stefans strives to integrate investment and tax services to help her clients pursue financial success.
Licenses and Designations
- B.A. Finance and Banking, Adelphi University, Garden City, NY
- Series 7, 63 and 65 securities registrations
- CERTIFIED FINANCIAL PLANNER™ professional
- Federally Authorized Tax Practitioner (E.A.). Qualified to practice before the Internal Revenue Service
- Life, Accident and Health Insurance licenses
Past Professional Experience:
- Adjunct faculty member, formerly teaching Taxation and Financial Planning courses at CW Post College of Long Island University.
- Extensive experience in Consumer and Small Business lending (Mortgage and Loans) as an Administrative Consultant at the former NatWest Bank.
*Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
The Stefans Group encompasses Summit Wealth Advisory Associates, Stefans Law Group, and Summit Tax Advisors. Tax services are offered through Summit Tax Advisors. Tax services offered separately from Cetera Wealth Services, LLC which does not provide legal or tax advice.