Unclaimed
Marcelo Taborda is a financial advisor with over 15 years of experience in the industry. Marcelo is currently registered with Stonex Financial Inc. and holds a Series 7, 24, 27, 55, 57TO, 63, 99TO and SIE license. Marcelo is also licensed in Florida and New York. Marcelo previously worked at INTL FCSTONE CREDIT TRADING LLC, STERNE, AGEE & LEACH, INC., and NORTH AMERICAN CLEARING, INC.
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
07/11/2008 - Present
Stonex Financial Inc. (WINTER PARK FL)
FL
01/31/2019 - 05/01/2019
INTL FCSTONE CREDIT TRADING LLC (WINTER PARK FL)
FL
10/13/2016 - 07/10/2017
STERNE, AGEE & LEACH, INC. (WINTER PARK FL)
FL
10/11/2007 - 06/30/2008
NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)
BC
Issued 10/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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