Unclaimed
Marco Antonio Vieira Sadalla is an investment advisor representative who has been active in the industry since September 2013. Marco Antonio Vieira Sadalla is registered with Citigroup Global Markets Inc. in Miami, FL. Marco Antonio Vieira Sadalla was previously registered with ITAU INTERNATIONAL SECURITIES INC. and GOLDMAN, SACHS & CO..
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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/23/2021 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
06/16/2017 - 08/27/2021
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
NY
09/19/2013 - 03/24/2017
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 03/23/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2013
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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