Mona T. Marquardt
Professional summary
Mona T Marquardt is a registered financial professional currently at SNOWBRIDGE SECURITIES LLC located in Palm Beach Gardens, Florida.
Mona is registered as a RR (Registered Representative) and started their career in finance in 2008. Mona has worked at 4 firms and has passed the Series 63, Series 82TO, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mona T Marquardt's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2020 - Present
SNOWBRIDGE SECURITIES LLC
Office #1: 3801 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410February 23, 2017 - February 4, 2020
TRAILMARK INC.
December 21, 2010 - January 26, 2012
FORTRESS CAPITAL FORMATION LLC
November 3, 2008 - May 4, 2009
MORGAN STANLEY DISTRIBUTION, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/18/2020)
Exams
Series 82TO
Date: 8/3/2020
Limited Representative-Private Securities OfferingsFINRA
Current Firm
SNOWBRIDGE SECURITIES LLC
CRD#: 301996 / SEC#: , 8-70363
Contact information
FINRA licenses (34 States and Territories)
Red Flags
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