Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcel? Claim Your ProfileMarcel Pereira is a financial advisor with Citigroup Global Markets Inc. Marcel has been in the industry for 6 years. Marcel has a strong background in the financial services industry, having worked at a number of prominent firms including Infinex Investments, Inc., IDB Capital Corp., and HSBC Securities (USA) Inc. Marcel is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 9, Series 10, and Series 66 licenses.
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.
1
2
NY
03/19/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
04/01/2019 - 08/11/2021
IDB CAPITAL CORP. (NEW YORK NY)
NY
06/29/2017 - 03/20/2019
INFINEX INVESTMENTS, INC. (New yOrk NY)
NY
03/28/2017 - 06/22/2017
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
05/05/2014 - 06/22/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/12/2013 - 04/25/2014
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
06/15/2007 - 02/25/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/20/2007 - 05/25/2007
BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
NY
02/09/2007 - 04/26/2007
CITICORP INVESTMENT SERVICES (UNIONDALE NY)
BOTH
Issued 03/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marcel Pereira is the right advisor for you? Invested Better is here to help.
