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Marshall R Kitain

Susquehanna Financial Group, Lllp

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About Marshall R Kitain

Marshall Kitain is an investment professional with over 18 years of experience in the financial services industry. Marshall is currently registered with Susquehanna Financial Group, Lllp in Pennsylvania. Prior to joining Susquehanna Financial Group, Lllp, Marshall was associated with J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Marshall holds FINRA licenses Series 7, 24, 52, 53, 63, and 79 and the SIE. Marshall is also licensed to sell securities in Pennsylvania.

Firm Information

Marshall Kitain is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

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 Kitain’s Registration & Firm History

PA

06/06/2024 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

NY

10/01/2008 - 05/19/2024

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

02/02/2005 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2018

Series 24 - General Securities Principal Examination

BC

Issued 12/04/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Marshall R Kitain.
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