Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariana? Claim Your ProfileMariana Weinstein is a financial professional with over 10 years of experience in the industry. Mariana is currently registered with Lion Street Financial, LLC in Austin, Texas. Previously, Mariana has worked with Titleist Asset Management, LTD., Frost Brokerage Services, Inc., Cabot Lodge Securities LLC, UMTB Securities Inc. and Signature Securities. Mariana holds Series 7, 24, 55, 63, 99TO and SIE licenses. Mariana is registered to conduct business in Texas.
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.
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.
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2
TX
08/03/2022 - Present
Lion Street Financial, LLC (AUSTIN TX)
TX
11/08/2021 - 08/01/2022
TITLEIST ASSET MANAGEMENT, LTD. (SAN ANTONIO TX)
TX
12/14/2020 - 11/09/2021
LION STREET FINANCIAL, LLC (AUSTIN TX)
TX
11/24/2014 - 06/08/2020
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
IL
11/06/2012 - 02/21/2013
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
NY
04/04/2007 - 12/23/2010
UMTB SECURITIES INC. (NEW YORK NY)
NY
01/11/2006 - 03/01/2007
SIGNATURE SECURITIES (NEW YORK NY)
BC
Issued 04/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/07/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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