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Marshall Palmer Green

Sidoti & Company, LLC

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About Marshall Palmer Green

Marshall Palmer Green is a financial advisor with Sidoti & Company, LLC. Marshall has been in the industry since September 4, 2015. Marshall is registered with FINRA and has a Series 7, Series 3, Series 63, and Series 66. Marshall is registered in 13 states: California, Colorado, Florida, Illinois, Kansas, Massachusetts, Michigan, Missouri, New York, Oregon, Texas, Utah, and Washington. Marshall was previously employed at UBS Securities LLC, UBS Financial Services Inc., Capital Institutional Services, Inc., and Global Hunter Securities, LLC.

Firm Information

Marshall Green is currently registered with Sidoti & Company, LLC. Sidoti & Company, LLC is a Limited Liability Company formed in March 1999. It is registered to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Marshall Green’s Registration & Firm History

TX

03/07/2024 - Present

Sidoti & Company, LLC (Dallas TX)

NY

02/20/2018 - 06/10/2020

UBS SECURITIES LLC (NEW YORK NY)

TX

12/01/2014 - 06/10/2020

UBS FINANCIAL SERVICES INC. (DALLAS TX)

TX

12/09/2013 - 11/17/2014

CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)

IL

11/23/2011 - 12/04/2013

GLOBAL HUNTER SECURITIES, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2014

Series 3 - National Commodity Futures Examination

BC

Issued 11/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marshall Palmer Green.
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