Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Jonathan Theien is a financial advisor with Midwestern Securities Trading Company, LLC. Marc has been working in the financial industry since 1997. Marc provides financial planning and portfolio management services to individuals and corporations. Marc is licensed to provide financial advice in Alabama and Illinois. Marc's previous experience includes working for Cetera Investment Services LLC, MSI Financial Services, Inc. and Associated Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
A percentage of assets under 3rd party management
1
2
IL
08/01/2018 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
IL
08/11/2016 - 08/01/2018
CETERA INVESTMENT SERVICES LLC (ROCKFORD IL)
IL
08/11/2015 - 08/10/2016
MSI FINANCIAL SERVICES, INC. (ROCKFORD IL)
IL
05/21/2013 - 06/15/2015
ASSOCIATED INVESTMENT SERVICES, INC. (DEKALB IL)
IL
06/21/2010 - 05/17/2013
LPL FINANCIAL LLC (ROCKFORD IL)
IL
11/26/1996 - 07/01/2010
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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