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MM

Marie C. Mcjilton

UHLMANN PRICE SECURITIES
Skokie, IL 60077
Some features on this profile are disabled
CRD#: 1542675
MM

Professional summary

Marie Costa Mcjilton, who also goes by Marie A Costa, Marie Costa, Marie A Costamcjilton, Marie A Mcjilton, Marie Mcjilton, is a registered financial professional currently at UHLMANN PRICE SECURITIES, LLC located in Skokie, Illinois.

Marie is registered as a RR (Registered Representative) and started their career in finance in 1988. Marie has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 3 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marie A Costa | Marie Costa | Marie A Costamcjilton | Marie A Mcjilton | Marie Mcjilton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marie Costa Mcjilton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 24, 1997 - Present

UHLMANN PRICE SECURITIES, LLC

Office #1: 5202 Old Orchard Road Suite 250, Skokie, IL 60077
BD
CRD#: 42854
Skokie, IL
Past

June 9, 1995 - August 7, 1998

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

August 11, 1988 - May 24, 1995

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

May 25, 1988 - August 16, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/10/2005)
RR
Illinois
(7/28/1997)
RR
Pennsylvania
(11/1/2022)
RR
Wisconsin
(5/28/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 10/1/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/1988
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 8/11/1986
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/7/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

UP
UHLMANN PRICE SECURITIES, LLC
UHLMANN INVESTMENTS, LLC | UHLMANN PRICE SECURITIES, LLC

CRD#: 42854 / SEC#: , 8-50041

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
5202 Old Orchard Road Suite 250, Skokie, IL 60077
Mailing Address
5202 Old Orchard Road Suite 250, Skokie, IL 60077
Phone number
(847) 305-2037
Established
Illinois since 02/19/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
UPS HOLDINGS, LLCOWNER
BAER, JAMES DANAPRESIDENT/FINOP9936
JBAK, LLCOWNER
KELLY, CINDY MARIECHIEF OPERATING OFFICER3270586
KELLY, CINDY MARIECCO3270586
KONN, ALAN ROBERTMANAGING MEMBER1406973

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

UHLMANN PRICE SECURITIES, LLC

CRD#: 42854Skokie, IL 60077

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