Unclaimed
Maria Veronica Marcano Pereira is a financial advisor with over 7 years of experience in the industry. Maria Veronica is currently registered with Citigroup Global Markets Inc. and Citi Private Alternatives, LLC. Maria Veronica has a Series 7, Series 63, Series 31 and SIE license and holds the designation Chartered Financial Analyst. Prior to her current position, Maria Veronica worked at Deutsche Bank Securities Inc. Maria Veronica is a registered investment advisor in multiple states.
Miami, FL
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
09/08/2021 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
02/11/2016 - 08/04/2021
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
IA
Issued 3/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/4/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/2016
Series 7 - General Securities Representative 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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