Unclaimed
Marshal Glenn Urbanz is a financial advisor with over 30 years of experience in the industry. Marshal currently works at Securian Financial Services, Inc., and has held previous roles at Marquette Financial Services, Inc., MIMLIC Sales Corporation, and C.R.I. Securities, Inc. Marshal holds a Series 6, 7, 24, 63 and SIE licenses. Marshal Urbanz is registered in Minnesota.
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.
1
2
MN
01/06/1993 - Present
Securian Financial Services, Inc. (ST PAUL MN)
NA
12/16/1991 - 04/27/1992
MARQUETTE FINANCIAL SERVICES, INC.
MN
03/22/1991 - 11/20/1991
MIMLIC SALES CORPORATION (ST. PAUL MN)
MN
09/27/1990 - 11/20/1991
C.R.I. SECURITIES, INC. (ST. PAUL MN)
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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