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Marcelo Jose Fontanelli

Safra Securities LLC

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About Marcelo Jose Fontanelli

Marcelo Fontanelli is a financial advisor with over 15 years of experience in the securities industry. Marcelo is currently registered with Safra Securities LLC in Aventura, Florida. Marcelo holds the Series 7 and SIE licenses.

Firm Information

Marcelo Fontanelli is currently registered with Safra Securities LLC. Safra Securities LLC, a Limited Liability Company formed in 2009, is registered with the SEC and in 42 states. The firm has been involved in 2 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Marcelo Fontanelli’s Registration & Firm History

FL

06/14/2007 - Present

Safra Securities LLC (AVENTURA FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcelo Jose Fontanelli.
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