Unclaimed
Marcelo Weissmann is a financial advisor with over 15 years of experience in the industry. Marcelo is currently registered with Safra Securities LLC, and has previously worked with Hapoalim Securities USA, Inc., UBS International Inc., and Wextrust Securities LLC. Marcelo is a licensed Series 7, Series 24, and Series 63 representative. He is also a holder of the Securities Industry Essentials Examination (SIE). Marcelo is registered in 18 states, including Florida, New York, California, Texas, Massachusetts, and Illinois, amongst others.
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
06/06/2017 - Present
Safra Securities LLC (AVENTURA FL)
FL
03/17/2010 - 05/15/2017
HAPOALIM SECURITIES USA, INC. (AVENTURA FL)
NY
03/13/2008 - 12/31/2008
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
12/05/2007 - 03/13/2008
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
08/27/2007 - 12/05/2007
WEXTRUST SECURITIES LLC (NEW YORK NY)
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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