Unclaimed
Mailyn Ferrin is a financial advisor at Citigroup Global Markets Inc. in Miami, Florida, with a broad range of experience in the financial services industry. Mailyn has held previous positions at ITau International Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. in Miami. Mailyn is a registered representative of Citigroup Global Markets Inc. and has been registered in the state of Florida for over 10 years. Mailyn has passed the Series 7, Series 66, and SIE exams. Mailyn specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/13/2017 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
10/10/2013 - 11/03/2015
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
FL
03/01/2012 - 10/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
07/09/2008 - 03/26/2012
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
03/26/2008 - 04/10/2008
ING PRIVATE WEALTH MANAGEMENT LLC (MIAMI FL)
BOTH
Issued 03/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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