Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Lynne Minard is a financial professional with over 20 years of experience in the securities industry. Marion has a broad range of expertise in the field, having held positions with several firms, including Wilshire Associates Incorporated and Investor Force Securities, Inc. Marion currently works as a Registered Representative and Investment Advisor Representative with XT Capital Partners, LLC.
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
CT
04/18/2002 - Present
XT Capital Partners, LLC (WESTPORT CT)
CA
12/20/2001 - 05/14/2002
WILSHIRE ASSOCIATES INCORPORATED (SANTA MONICA CA)
PA
10/04/2001 - 11/16/2001
INVESTOR FORCE SECURITIES, INC. (WAYNE PA)
BOTH
Issued 11/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/22/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 02/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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