Michael J. Marion
Professional summary
Michael Joseph Marion is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Scottsdale, Arizona.
Michael is registered as a RR (Registered Representative) and started their career in finance in 1983. Michael has worked at 11 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Joseph Marion's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2025 - Present
BENEFIT FUNDING SERVICES, LLC
Office #1: 7001 N Scottsdale Rd, Sye 1055, Scottsdale, AZ 85253Office #2: 7700 Irvine Center Drive, Suite 800, Irvine, CA 92618September 30, 2009 - August 31, 2017
BMA SECURITIES, LLC
August 16, 2006 - September 28, 2009
OGILVIE SECURITY ADVISORS CORPORATION
August 9, 2000 - September 28, 2009
OGILVIE SECURITY ADVISORS CORPORATION
July 6, 1998 - September 5, 2000
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
April 3, 1997 - June 2, 1998
MUTUAL SERVICE CORPORATION
January 25, 1994 - June 11, 1996
SANTA FE SECURITIES CORP.
November 9, 1992 - April 15, 1997
QUEST SECURITIES, INC.
March 21, 1989 - November 9, 1992
CETERA WEALTH SERVICES, LLC
January 23, 1986 - January 16, 1988
ASSOCIATED SECURITIES CORP.
May 10, 1984 - January 27, 1986
TITAN/VALUE EQUITIES GROUP, INC.
October 19, 1983 - May 14, 1984
WEALTH RESOURCE CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/29/2025)
(10/6/2025)
(10/6/2025)
(10/6/2025)
Exams
Series 6TO
Date: 9/23/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BENEFIT FUNDING SERVICES, LLC
CRD#: 44079 / SEC#: , 8-50527
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BFS HOLDINGS, LLC | OWNER | |
| WEBB, WILLIAM DUDLEY JR | PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER | 1256777 |
Red Flags
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