Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo Tome is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Coral Gables, FL. Marcelo has been in the financial services industry since 2004. Marcelo is a registered representative with the state of Texas and Florida. Marcelo has passed the Series 7, 63, and 66 exams and the SIE exam. Marcelo has previously worked with SABADELL SECURITIES USA, INC., SAFRA SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BNP PARIBAS INVESTMENT SERVICES, LLC. Marcelo works with clients of all types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
08/03/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
01/03/2017 - 06/08/2017
SABADELL SECURITIES USA, INC. (MIAMI FL)
FL
09/25/2014 - 02/05/2015
SAFRA SECURITIES LLC (AVENTURA FL)
FL
09/27/2007 - 03/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
03/27/2002 - 09/06/2007
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
BC
Issued 07/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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