Unclaimed Profile

Marion A Kashan

FIRST MIDWEST SECURITIES, INC.·BLOOMINGTON, Illinois

SIE, Series 7, Series 24, Series 31, Series 53, Series 63, Series 65Clean record24 years registeredFIRST MIDWEST SECURITIES, INC.

207 W. JEFFERSON STREET, BLOOMINGTON, IL 61701-3969CRD# 2482779Firm CRD# 21786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marion A Kashan · BLOOMINGTON, IL

Registration

CRD #2482779 · FIRST MIDWEST SECURITIES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST MIDWEST SECURITIES, INC.

D.A. DAVIDSON & CO.

Nov 2016 – Sep 2017

ENCINO, CA

UNIONBANC INVESTMENT SERVICES, LLC

Nov 2014 – Oct 2016

GLENDALE, CA

FMSI ADVISERS

Apr 2011 – Nov 2014

SANTA MONICA, CA

WESTPARK CAPITAL, INC.

Aug 2010 – Mar 2011

LOS ANGELES, CA

AFA ADVISOR SERVICES LLC

Oct 2008 – Apr 2010

CALABASAS, CA

CROWELL, WEEDON & CO.

Jan 2007 – Jun 2008

LOS ANGELES, CA

SUMMIT FINANCIAL GROUP INC

Jul 2005 – Oct 2005

BOCA RATON, FL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jun 2005

FAIRFIELD, IA

CAMBRIDGE INVESTMENT RESERARCH, INC.

May 2003 – Mar 2005

FAIRFIELD, IA

LONDON PACIFIC ADVISORS

Jun 2002 – Apr 2003

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 53

Series 63

Series 65

Registration record

First registered · June 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST MIDWEST SECURITIES, INC.

CRD 21786 · SEC 801-67749

AUM

$169M

Regulatory assets under management

Employees

498 client accounts

Services offered by FIRST MIDWEST SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIRST MIDWEST SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Marion A Kashan offer?

Marion A Kashan specializes in Financial Planning, Investment Management.

What are Marion A Kashan's credentials?

Marion A Kashan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marion A Kashan located?

Marion A Kashan is based in BLOOMINGTON, Illinois, last registered with FIRST MIDWEST SECURITIES, INC..

How does Marion A Kashan charge for services?

Marion A Kashan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST MIDWEST SECURITIES, INC.?

FIRST MIDWEST SECURITIES, INC. has approximately 9 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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