Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Pittelli is a financial professional with over 15 years of experience in the industry. Marcy is currently registered with I-Bankers Securities, Inc. and is based in Boca Raton, Florida. Marcy holds the Series 11 exam qualification. Marcy was previously registered with I-Bankers Direct, LLC, Newbridge Securities Corporation, CBG Financial Group, Inc., Fintegra, LLC and SMH Capital 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
03/11/2024 - Present
I-Bankers Securities, Inc. (Boca Raton FL)
FL
03/11/2024 - 06/11/2024
I-BANKERS DIRECT, LLC (BOCA RATON FL)
FL
08/13/2013 - 03/12/2024
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
07/09/2012 - 08/14/2013
CBG FINANCIAL GROUP, INC. (WEST PALM BEACH FL)
FL
03/23/2009 - 07/09/2012
FINTEGRA, LLC (BOCA RATON FL)
FL
04/08/2008 - 03/17/2009
SMH CAPITAL INC. (BOCA RATON FL)
BC
Issued 04/07/2008
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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