Unclaimed
Marcello Edward Pasquatti is a financial professional with over 20 years of experience in the industry. Currently, Marcello is registered with Pimco Investments LLC in Miami, FL. Marcello has passed several industry exams including the Series 7, Series 63, Series 3, and Series 30 exams. Marcello has been actively registered in multiple states including California, Florida, New York, Puerto Rico, and Texas. Marcello previously worked with MFS FUND DISTRIBUTORS, INC. in Boston, MA, and Smith Barney Inc. in New York, NY.
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.
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.
1
2
FL
02/11/2015 - Present
Pimco Investments LLC (Miami FL)
MA
09/09/1997 - 08/16/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
03/04/1997 - 08/29/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 03/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
Series 30 - NFA Branch Manager Examination
BC
Issued 05/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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