Unclaimed
Marianne Elizabeth Landon is a financial professional with over 20 years of experience in the industry. Currently, she is an active Registered Representative with Charles Schwab & Co., Inc. Marianne has a strong track record in providing comprehensive financial services, including portfolio management and financial planning. She is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
01/11/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
12/14/2015 - 01/12/2021
TD AMERITRADE, INC. (Southlake TX)
TX
06/16/2016 - 12/31/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
12/17/2015 - 05/03/2016
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
01/25/2007 - 08/31/2015
TD AMERITRADE, INC. (FORT WORTH TX)
TX
06/01/2006 - 11/20/2006
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
MN
01/30/2003 - 05/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/30/2003 - 05/12/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
ME
05/04/2001 - 07/03/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BOTH
Issued 04/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2016
Series 4 - Registered Options Principal Examination
BC
Issued 09/30/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 3 - National Commodity Futures Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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