Unclaimed
Marian Younan is a registered representative with J.P. Morgan Securities LLC and a licensed investment advisor representative in North Carolina and Texas. Marian is a veteran of the financial services industry with experience at Edward Jones and AT&T. Marian's primary office is in Plano, Texas. Marian offers a variety of financial services, including investment management for individuals and businesses, financial planning, and selection of other advisors. Marian is also a registered representative in the state of Texas and North Carolina, with a specialization in securities and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
01/31/2024 - Present
J.p. Morgan Securities LLC (Plano TX)
MO
05/19/2023 - 01/23/2024
EDWARD JONES (ST. LOUIS MO)
OH
05/28/2020 - 05/15/2023
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 06/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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