Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo Pittaluga chiarino is a financial advisor with UBS Financial Services Inc., working in the Miami office. Marcelo has been in the financial services industry since December 1999. Prior to working with UBS Financial Services Inc., Marcelo was affiliated with UBS INTERNATIONAL INC. and PRUDENTIAL SECURITIES INCORPORATED. Marcelo holds Series 66, Series 7, Series 31, and SIE licenses. Marcelo has a broad range of experience and expertise in investment advisory services, including financial planning, portfolio management, educational seminars, and selection of other advisers. Marcelo specializes in helping a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
02/27/2024 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
11/08/2002 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NY
12/15/1999 - 11/15/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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