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LM

Louis P. Marin

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CRD#: 838148
LM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Louis Pastrana Marin, who also goes by Louis P Marin, was a registered financial professional .

Louis is a previously registered financial professional and started their career in finance in 1977. Louis had worked at 16 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Louis P Marin

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 23, 1988 - June 8, 1989

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

BD
CRD#: 13741
Past

June 7, 1988 - June 23, 1988

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
Past

February 26, 1988 - June 9, 1988

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
Past

January 5, 1988 - February 27, 1988

LOWELL H. LISTROM & COMPANY INC.

BD
CRD#: 6336
Past

July 21, 1987 - September 10, 1987

INTERNATIONAL SECURITIES GROUP, LTD.

BD
CRD#: 14499
Past

April 21, 1987 - May 28, 1987

FIRST UNITED SECURITIES GROUP OF CALIFORNIA

BD
CRD#: 10619
Past

January 5, 1987 - March 5, 1987

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Past

August 3, 1985 - December 18, 1986

BROOK INVESTMENTS, INC.

BD
CRD#: 7876
Past

March 6, 1985 - April 11, 1985

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

October 25, 1984 - January 24, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

June 11, 1984 - November 2, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

August 23, 1983 - July 26, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

July 29, 1982 - August 30, 1983

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

February 11, 1982 - June 21, 1982

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

August 28, 1979 - March 4, 1982

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

June 1, 1977 - September 20, 1979

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/20/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PA
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.
EQUISEARCH INVESTMENT BANKERS CORPORATION | SPRUNG AND WISE SECURITIES, INC. | SPRUNG & WISE SECURITIES, INC. | SPRUNG & WISE AND BRIDGEROCK SECURITIES | PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. | PORTFOLIO ASSET MGT. & INVESTMENT ADVISORY SERVICES, INC. | NONE

CRD#: 13741 / SEC#: , 8-45398

BD
Cancelled by SEC on 07/15/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 01/08/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

CRD#: 13741

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